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Ask The Compound
Is Private Equity Buying All the Houses?
May 23, 2024
Nick Sapienza, RWM Advisor and CFP, joins Ben Carlson and Duncan Hill to discuss optimizing financials for new-home builds, private equity impact on housing prices, RSU tax planning, considerations when hiring a financial advisor, and more. Topics include real estate investments, housing market drivers, managing windfalls, and aligning personal values with financial advice.
37:07
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Quick takeaways
- Private equity may be driving up housing prices, impacting new-home builds and financial planning.
- Health challenges prompt tough financial decisions, emphasizing the importance of aligning financial strategies with well-being.
Deep dives
Financial Planning for a Couple Dealing with Major Health Issues
Considering a future where both partners face early retirement due to health issues, a couple with a $400,000 annual income and $85,000 in living expenses ponders the financial implications. With $59,000 left on their mortgage, $1.7 million in 401ks, $600,000 in a brokerage account, and $500,000 in an emergency fund, their assets total around $3.4 million. The couple, with a terminal illness prospect, can expect to tap their funds for healthcare and living expenses while pondering coasting FI.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode