Here's How To View Real Estate As Part Of Your Retirement Strategy

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

08/19/24 • 23 min

Real estate can be a wonderful investment, but don't let your net worth trick you.
Many clients want to downsize and then determine they love their home and don't want to move.
Understand the role of your home in relation to your overall financial strategy.
In this episode, I tell the real story of my parents and other clients who wish they viewed real estate differently ahead of their retirement.

Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

08/19/24 • 23 min

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - Here's How To View Real Estate As Part Of Your Retirement Strategy

Transcript

Speaker 100:00:00.221

Your home might be a valuable retirement asset to help create income , but it also might be tricking you , and the reason I say that is because my parents have a home that they currently live in . They have a really healthy net worth , but it's tricking them because they never plan to sell their home . They love their home . They live in Malibu , california . It's a beautiful hom

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