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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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Mailbag: Should I Go Ahead And Pay Off My Low Interest Mortgage?
Manage episode 455154702 series 3512330
Frank Oliver에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Frank Oliver 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this video, Frank answers a common question: Should you pay off a low-interest mortgage early? There’s not a one-size-fits-all approach to this question, but there are some considerations that we can look at as we go through our decision-making process!
Frank will discuss the calculator he uses to compare scenarios, how to view your portfolio as a balance sheet, and the value of liquidity to retirees and soon-to-be retirees. If you've ever wondered whether you should pay off your mortgage early, be sure to click play as Frank brings up some important items to think about.
Here’s what we discuss in this episode:
0:00 – Intro
0:50 – The house payment calculator
2:20 – Looking at your portfolio as a balance sheet
3:03 – The importance of liquidity
It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time
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