So Money with Farnoosh Torabi
1815: Are You Overinvesting? Home Equity Loans and Finding a CPA
Apr 18, 2025
Is it possible to overinvest in assets? Discover the pros and cons of home equity loans when eyeing a second home. Learn how to select the right CPA for your financial needs, essential for effective tax strategies. The discussion also delves into financial dilemmas faced by late-in-life parents, highlighting the balance between saving for retirement and funding children's education. Plus, insights on how young adults can manage finances while living at home and the importance of fostering boundaries.
25:34
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Quick takeaways
- Investing too much can strain current cash flow, so it's crucial to balance immediate financial needs with future savings goals.
- Home equity loans can be a beneficial tool for purchasing a second home, but careful consideration is necessary before proceeding.
Deep dives
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