Ga offline met de app Player FM !
114 - How to Upsize Homes Before Selling Your Current Home
Manage episode 300739293 series 2653925
Scott and James discuss how to upsize homes before selling your current home.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:30 - Introduction
3:28 - Finding Your Dream Home
4:43 - What Information Does A Bank Want?
9:14 - What Funds Should I Use For A Down Payment?
10:30 - Understanding Margin Calls
11:48 - What is a Mortgage Recast?
13:05 - Should I Do A Cash-Out Refi?
16:00 - Balancing Retirement Goals
19:00 - UTMA v. UGMA
22:36 - Strategies to Fund College
23:50 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 afleveringen
Manage episode 300739293 series 2653925
Scott and James discuss how to upsize homes before selling your current home.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:30 - Introduction
3:28 - Finding Your Dream Home
4:43 - What Information Does A Bank Want?
9:14 - What Funds Should I Use For A Down Payment?
10:30 - Understanding Margin Calls
11:48 - What is a Mortgage Recast?
13:05 - Should I Do A Cash-Out Refi?
16:00 - Balancing Retirement Goals
19:00 - UTMA v. UGMA
22:36 - Strategies to Fund College
23:50 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 afleveringen
모든 에피소드
×Welkom op Player FM!
Player FM scant het web op podcasts van hoge kwaliteit waarvan u nu kunt genieten. Het is de beste podcast-app en werkt op Android, iPhone en internet. Aanmelden om abonnementen op verschillende apparaten te synchroniseren.