The Clark Howard Podcast cover image

09.30.25 Ask An Advisor With Wes Moss

The Clark Howard Podcast

00:00

Is the Buy‑Borrow‑Die Strategy Sensible for Retirees?

Wes evaluates using loans against assets to avoid capital gains tax, emphasizing cautious leverage and diversified collateral.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app