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The Pros and Cons of Real Estate Investing for Retirement

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Manage episode 378210224 series 2709707
Content provided by Dave Elizondo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Elizondo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Real estate can be a great tool for building wealth, but how well does it fit into a retirement plan? In this episode, we construct a helpful conversation about the role of real estate in a retirement strategy, exploring everything from rental income to reverse mortgages.

Whether you're a pre-retiree with a portfolio of properties or just curious about leveraging your home equity, this discussion offers thoughtful insights for anyone navigating the crossroads of real estate and retirement.

Here's some of what we'll talk about on today's show:

  • Can you be successful with large real estate holdings and a limited amount of traditional retirement savings?
  • What problems can you run into if you rely heavily on real estate?
  • Dave & Drue share their real estate investing stories and challenges.
  • What role can HELOCs play in a retirement strategy?
  • How you approach REITs is different than brick and mortal real estate.
  • Tax considerations to keep in mind for real estate vs traditional savings.

Contact Dave and Drue:

Web: https://www.truefinancialpartners.com/

Email: info@truefp.biz

Phone: 877-359-8783

  continue reading

99 episodes

Artwork
iconShare
 
Manage episode 378210224 series 2709707
Content provided by Dave Elizondo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Elizondo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Real estate can be a great tool for building wealth, but how well does it fit into a retirement plan? In this episode, we construct a helpful conversation about the role of real estate in a retirement strategy, exploring everything from rental income to reverse mortgages.

Whether you're a pre-retiree with a portfolio of properties or just curious about leveraging your home equity, this discussion offers thoughtful insights for anyone navigating the crossroads of real estate and retirement.

Here's some of what we'll talk about on today's show:

  • Can you be successful with large real estate holdings and a limited amount of traditional retirement savings?
  • What problems can you run into if you rely heavily on real estate?
  • Dave & Drue share their real estate investing stories and challenges.
  • What role can HELOCs play in a retirement strategy?
  • How you approach REITs is different than brick and mortal real estate.
  • Tax considerations to keep in mind for real estate vs traditional savings.

Contact Dave and Drue:

Web: https://www.truefinancialpartners.com/

Email: info@truefp.biz

Phone: 877-359-8783

  continue reading

99 episodes

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