Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. We want to get that part of our financial equation correct, so it’s no surprise it takes up a nice slice of the retirement planning conversation. On this episode, we’ll cover some common housing questions from retirees and hopefully hit on an issue that might also be on your mind.
What we discuss on this episode:
0:36 - How is David celebrating his upcoming birthday?
2:47 - Let’s talk about your home.
4:30 - Interest rates are low(er) right now.
7:58 - Is it wise to downsize?
11:02 - Should you get a home equity line of credit?
14:25 - Is it a good idea to sign over your home to an heir?
17:30 - How is your home set up within an estate plan?
19:54 - Are reverse mortgages a good idea?
Get additional financial resources here: https://www.coveryourassetskc.com/podcasts
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