Manage episode 300739293 series 2653925
Scott and James discuss how to upsize homes before selling your current home.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
1:30 - Introduction
3:28 - Finding Your Dream Home
4:43 - What Information Does A Bank Want?
9:14 - What Funds Should I Use For A Down Payment?
10:30 - Understanding Margin Calls
11:48 - What is a Mortgage Recast?
13:05 - Should I Do A Cash-Out Refi?
16:00 - Balancing Retirement Goals
19:00 - UTMA v. UGMA
22:36 - Strategies to Fund College
23:50 - Aligning Your Financial Goals
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