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Q&A: Recasting a Mortgage, Starting an ATM Biz, & Arbitraging Tax Refunds

Rich Habits Podcast

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Navigating Modern Investment Strategies

This chapter explores the declining relevance of ATMs amid the rise of digital transactions, advocating for alternative investments like high-income ETFs. It also delves into using home equity for investment, examining the intricacies of mortgage recasting and the benefits of disciplined investing through dollar-cost averaging. The discussion emphasizes careful financial planning and strategic responses to market conditions to avoid unnecessary risks.

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