The Game Plan
Practically every client we work with wants to know whether they should pay off their mortgage before retiring. It’s an important discussion and one we have quite frequently.
But there’s a wide range of conversations that come with real estate in your retirement plan. Today we’ll look at a few of those additional topics that come up like whether to downsize, rental properties, and making real estate part of your estate plan.
The X’s & O’s
Check out the timestamps below to skip around to specific topics on the show.
[1:53] – Background on the conversation today
[2:35] – Pay it off as soon as possible or slowly?
[6:40] – Is it wise to downsize?
[8:48] – Having the emotional attachment to your home.
[10:24] – Good idea to have a rental property to generate income?
[12:00] – Real estate as part of legacy planning