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Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more.

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  1. All Episodes
  2. Ep 17: All About the House

Ep 17: All About the House

Dec 16, 2021

This one’s on the house--what should you do about your house in retirement? How does it fit into your financial plan?

 

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-17-all-about-the-house/

 

What we discuss in this episode: 

0:51 - What’s it like being a snowbird?

2:31 - When should you pay off the house?

5:22 - Should you downsize?

7:17 - Is a rental property a good investment?

10:08 - What complications could you face when legacy planning?

13:25 - Should you take money out to pay off the house?