Q&A - Housing wealth in retirement, super timing, and the 20-year plan
Pre-order Wealth by Design HereThis episode brings together four listener questions united by a common challenge: knowing which lever to pull next when the financial position is solid but the path forward feels unclear.The first comes from a retiree who connected with a recent episode on underspending in retirement, but raises a dimension that wasn't covered how to factor substantial debt-free property wealth, including a principal residence and a beach house, into retirement income planning. The question is whether to sell, rent, or consider a reverse mortgage to unlock equity before those…
The skinny
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