PLAY PODCASTS
Pay off the mortgage with your nest egg?
Episode 5

Pay off the mortgage with your nest egg?

Plan Your Kaiser Retirement | Pension & 401k Planning for California Healthcare Workers

January 22, 20246m 55s

Audio is streamed directly from the publisher (media.transistor.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

You don't want a mortgage in retirement, but will you have enough leftover if you drain your investments? I'll walk you through a simple process to determine if it's the right decision for you. To do that, we need some key numbers and the right questions to ask. Hear a real-life example that may be similar to your situation. With these tools, you'll create a plan to pay off the mortgage and still have the income you need for retirement.

Topics

retirementpersonal financemoneydave ramseyinvestingfinancial planningbaby stepssmartvestor pro