This chapter delves into the considerations of using retirement funds to invest in real estate, emphasizing the importance of long-term financial goals and balancing asset allocation. It discusses the risks and benefits of real estate investments compared to traditional stock market investments, cautioning against making the portfolio too illiquid. Various factors impacting real estate investments, such as recent events and house hacking strategies, are explored to guide listeners like Casey in expanding their real estate portfolio sensibly.
#517: Kimiko is dismayed that the asset allocation books she’s read led her down a path to an underperforming portfolio heavy in ex-US stock investments. Where should she go from here?
Julie and her husband dream of owning a vacation rental in the Denver area even though the math doesn’t add up. It seems like everyone around can make it work though. What’s missing?
Casey is excited to build his real estate portfolio and purchase his third rental property. He’s also worried that his plan to fund the purchase with his 457 Plan is flawed. What should he do?
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
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For more information, visit the show notes at https://affordanything.com/episode517
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