meta_pixel
Tapesearch Logo
Log in
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

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

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

Ari Taublieb, CFP®, MBA

Entrepreneurship, Investing, Business, Careers, How To Retire, Retirement Planning, Stock Investing, Real Estate Investing, Retirement, Personal Finance, Save On Taxes, Early Retirement

4.7583 Ratings

🗓️ 19 August 2024

⏱️ 23 minutes

🧾️ Download transcript

Summary

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. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for ...

Transcript

Click on a timestamp to play from that location

0:00.0

Your home might be a valuable retirement asset to help create income, but it also might be tricking you.

0:06.2

And the reason I say that is because my parents have a home that they currently live in.

0:10.6

They have a really healthy net worth, but it's tricking them because they never plan to sell their home.

0:15.7

They love their home.

0:16.7

They live in Malibu, California.

0:18.1

It's a beautiful home.

0:19.4

Now, many of you know the story, but they were burned by four financial advisors, which is why I became a financial advisor.

0:25.6

Now, they're currently in their home with no intention to ever sell it because they love where they live.

0:30.6

But having a healthy net worth and a healthy home value does not mean that you can create any income with it in retirement. So I'm going to

0:39.2

walk you through how should you view your home in retirement, both the mortgage interest, the

0:44.7

equity of the home, how could you possibly use it to create a better retirement, but also helping

0:50.3

you understand do you even need to worry about net worth and how does that actually impact

0:54.6

your retirement strategy so if you don't already know my name is a r e taubleep i'm a certified

1:00.1

financial planner i'm the host of the early retirement podcast right here and i'm the vice president

1:05.8

here at root now what i'm going to be going over today there there are going to be a few visuals. So if you're just

1:11.8

listening through iTunes or Spotify or Google or Iheart radio, I know all of you are listening

1:18.6

everywhere, well, that's totally fine and you can certainly do so, but there might be a few spots

1:24.0

where you go, ooh, I don't know exactly what you're referencing there. I will do my

1:27.9

best to explain it, but there might be a few visuals you want to see. So with that being said,

1:33.9

I like to start by always going over a comment of the week, a review of the week before hopping

1:39.3

right into the content. Now, the reason I want to start with this image that I have up on my screen right now,

1:45.8

and you can see it here, once again, if you're just listening on the podcast app, I will explain

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Ari Taublieb, CFP®, MBA, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ari Taublieb, CFP®, MBA and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.