
Should I Get a Mortgage for My Retirement Home?
Have you thought about getting a mortgage for your home in retirement? If so, have you strategized how you would pay it off? In this episode, we explore Scott’s question about pursuing a mortgage and paying it off early. Listen in to learn...
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
Have you thought about getting a mortgage for your home in retirement? If so, have you strategized how you would pay it off?
In this episode, we explore Scott’s question about pursuing a mortgage and paying it off early. Listen in to learn some different strategies you could use if you plan to get a mortgage on your home in retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT
- [2:08] Should Scott get a mortgage to build his retirement home?
LISTENER QUESTIONS
- [12:13] HSA fees can be more expensive than the interest
- [15:14] What should John think about when deciding on whether to get a mortgage?
- [19:12] On using reverse dollar cost averaging
- [22:07] Can we use Roth conversions to do RMDs?
- [25:29] Understanding investment advisory fees
- [29:28] Tom’s perspective on his retirement
ROCK LIFE
- [33:41] On cultivating a growth mindset
TODAY’S SMART SPRINT SEGMENT
- [35:00] Take your thought and do it in the moment
Resources Mentioned In This Episode
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center