
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
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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