How to Factor Home Equity Into Your Financial Plan

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 23 August 2025

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Home prices are near all-time highs, and homeowners have never had so much equity. Matt Frankel and Robert Brokamp discuss why, when, and how to turn your home into cash. Also in this episode: -Which types of stocks have performed best since the current rally began on April 8 -Why is car insurance so expensive, and what to do about it -How to benefit from the $84 trillion “Great Wealth Transfer” that will take place when Boomers leave inheritances to their heirs Companies discussed: MCD Host: Robert Brokamp Guest: Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Which stocks have led the rally since April?
0:07.1	And how should you factor home equity into your financial plan?
0:10.3	You're listening to the Saturday Personal Finance edition of Bollyful Bunk.
0:14.2	Which stocks have led the rally since April?
0:23.1	And how should you factor home equity into your financial plan?
0:25.9	You're listening to the Saturday personal finance edition of Motley Full Money.
0:29.7	I'm Robert Brokamp.
0:30.8	And this week I speak with full contributor Matt Frankel about the wise and hows of turning your home into cash.
0:36.4	But first, let's talk about last week in money.
0:39.8	We start with the post on X from Lizanne Saunders, the chief investment strategist at Schwab.
0:44.7	Since President Trump announced a pause on tariffs on April 8th, the SEP 500 has returned 29%
0:50.6	as of August 18th, according to Saunders Post.
0:53.9	But she highlighted which indexes have done the best and
0:56.9	worse since then. And the winners aren't necessarily the types of stocks that would give you much faith
1:01.3	in the rally. The top three performers have been the Goldman Sachs non-profitable tech index,
1:07.3	the Goldman Sachs most shorted index, and the UBS Meme Basket Index, all of which have returned
1:12.9	more than 60% since April 8th. At the bottom of the list, our indexes of Blue Chip dividend-paying
1:18.4	stocks, such as consumer staples, which have returns in the low-to-bid single digits.
1:23.6	So clearly, over the last four or so months, investors have been piling back into speculative
1:27.8	growth stocks. But not exclusively. The current earning season has actually been really solid,
1:33.8	and many stocks have risen for good reason. Of the 11 major sectors, as determined by S&P,
1:40.1	the best performers since April 8 have been communication services and tech, which are dominated by the biggest companies in the U.S.
	...

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