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

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

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3M ago 23:02

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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.

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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.