Jill on Money with Jill Schlesinger

Can We Afford Our Forever Home?

Jan 10, 2025

A couple grapples with the financial realities of pursuing their dream home, weighing investment strategies and assessing mortgage affordability. They delve into the joys of homeownership and smart savings options, while also reminiscing about holiday culinary triumphs and childhood milestones. The conversation takes a fun detour into cycling and personal finance, addressing complex queries like treasury direct loans and I-bond rates. Heartfelt listener success stories illustrate the transformative power of sound financial advice.

21:40

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Quick takeaways

Investing in a professionally managed real estate fund can alleviate the challenges of direct ownership while providing potential financial benefits.

Automated investing apps streamline money management, allowing users to focus on long-term goals while optimizing their investment portfolios.

Deep dives

Investing in Real Estate Simplified

Real estate is highlighted as a long-standing method for wealth building, yet it often comes with significant challenges for investors, such as unexpected maintenance issues and tenant disputes. The Fundrise flagship real estate fund offers a solution by providing a professionally managed real estate portfolio worth $1.1 billion, which includes over 4,000 single-family homes and industrial facilities. This fund is aimed at alleviating the typical burdens associated with direct real estate investment, allowing investors to enjoy the benefits of real estate ownership without the usual complexities. By investing in this fund, individuals gain access to potential appreciation, inflation hedging, and diversification without the need for large down payments or ongoing rental responsibilities.

Intro

3min

Celebrating Culinary Triumphs and Childhood Milestones

2min

Exploring Biking and Financial Queries

5min

Navigating Homeownership and Savings Strategies

8min

Listener Success Stories: Navigating Retirement and Investments

7min

My husband and I have been eyeing a new subdivision in the suburbs and have fallen in love with one of the floorpans that would give us the space we need for our young family. Can we afford it?

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