The Pros and Cons of Real Estate Investing for Retirement

Wealthy Habits Podcast

English - September 28, 2023 09:00 - 23 minutes - 22.8 MB
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Previous Episode: Retirement: Ready Or Not, Here It Comes

Next Episode: Building an Estate Plan with No Regrets

Real estate can be a great tool for building wealth, but how well does it fit into a retirement plan? In this episode, we construct a helpful conversation about the role of real estate in a retirement strategy, exploring everything from rental income to reverse mortgages.

Whether you're a pre-retiree with a portfolio of properties or just curious about leveraging your home equity, this discussion offers thoughtful insights for anyone navigating the crossroads of real estate and retirement.

Here's some of what we'll talk about on today's show:

Can you be successful with large real estate holdings and a limited amount of traditional retirement savings? What problems can you run into if you rely heavily on real estate? Dave & Drue share their real estate investing stories and challenges. What role can HELOCs play in a retirement strategy? How you approach REITs is different than brick and mortal real estate. Tax considerations to keep in mind for real estate vs traditional savings.

Contact Dave and Drue:

Web: https://www.truefinancialpartners.com/

Email: [email protected]

Phone: 877-359-8783