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

Should I Pay Off My Mortgage Early or Invest?

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

4.7585 Ratings

🗓️ 20 March 2023

⏱️ 15 minutes

🧾️ Download transcript

Summary

In today's episode of the Early Retirement Podcast, Ari discusses if you should pay off your mortgage early or invest more. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! WebsiteYouTubeLinkedInENJOYED THE SHOW?...

Transcript

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0:00.0

Welcome back to the early retirement podcast. I'm your host Ari Taublieb. I am a financial advisor,

0:05.5

and I'm the vice president of root financial partners, and I'm lucky to love what I do. And today,

0:11.0

I'm going to go through a question that does not come from a listener. And please know,

0:16.4

those that have been submitting questions, I am going to answer those. I promise I answer every

0:20.7

single question individually. If I don't get to it in an episode, I am going to answer those. I promise I answer every single

0:21.0

question individually. If I don't get to it in an episode, I will let you know and the reason why,

0:25.9

and either there's not enough that I feel is valuable for everyone and I don't want to waste their

0:30.4

time. And I promise I will put you in the right direction. So please know that. Thank you for those

0:35.0

that keep submitting questions on my website, early retirement podcast.com. Now, today's question is, should you make early mortgage payments?

0:43.8

That's the question that I've come up with. And there are a few sides of the story and how we're

0:48.8

going to think about it. I'm going to walk you through the framework that I share with clients

0:52.5

and how you can impact and think about it in your own financial life.

0:57.3

So first of all, before we hop in, please know that I'm doing all of this in more on YouTube

1:02.0

and you can always find that there.

1:04.4

You can also, if you don't mind, it's actually an ask, not a comment.

1:08.3

If you can share this with someone who you want to retire with,

1:11.4

I promise it's more fun to retire with friends, with family, so you can travel with them. So you don't

1:16.5

retire and go, hey, guys, I'm ready to have fun. Let's go places and they can't do so because

1:20.7

they're not prepared. So want them to be in that same position that you're going to be in because

1:24.9

you listen to the podcast. And the more you rate the show and

1:28.1

continue to share it with friends, more people can find it. So I want to thank you in advance for that.

1:32.8

I want to help as many people as possible retire early, which if you've been listening for some time

...

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