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

Should I Pay Off My Mortgage or Invest?

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

Ari Taublieb, CFP®, MBA

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

4.7585 Ratings

🗓️ 15 November 2021

⏱️ 13 minutes

🧾️ Download transcript

Summary

Our topic on this episode of the Personal Finance Redefined podcast is about paying off a mortgage v. investing. We're on YouTube! Planning Points Discussed Retirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! WebsiteLinkedInInstagramENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play Have a...

Transcript

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0:00.0

Finance can be so confusing and overwhelming.

0:06.0

Learn the tips and strategies so you can accomplish your financial goals.

0:10.0

Let's break it all down so it's simple and easy to understand.

0:14.0

If you know me by now and you've been listening to the pod for a while,

0:17.0

you'll know I love examples as it's my favorite way to learn.

0:20.0

Please, as always, leave a review, give it five stars if you found that it has been helpful.

0:25.2

And that's it for me.

0:26.3

Enough rambling.

0:27.1

Let's get to the episode.

0:31.3

Welcome back to another episode of the Personal Finance Redefined podcast, and you guessed it.

0:36.7

We have a new intro new song wanted to give

0:39.7

a little update make a little bit more modern and upbeat so hope you do enjoy that and thanks again

0:46.1

for listening to the episodes if you've been supporting the show really appreciate it if it's been

0:49.8

helpful please go ahead and do leave a five stars and review it and let's get right into today's episode

0:56.5

reminder if you have any questions or want a specific question answered in a future episode

1:01.5

you can always go to my website personal finance redefined.co that's personal financeredefined

1:09.0

dot c oh and submit your own. So today's episode is about understanding should you

1:16.7

pay off your mortgage or should you invest. What are the tradeoffs of investing versus paying down

1:22.4

a mortgage and really taking a deep dive and understanding how, of course, this plays a role into our overall

1:28.5

comprehensive financial strategy. Because as you know, the way I view money is money is just the

1:34.3

tool so that you can accomplish whatever it is you want to do with your life. So can we make

1:38.8

your money work for you? Can we be smart with it? Can we make sure we're optimizing all the hard

...

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