Q&A: Sell Your Home or Stay Put?

5 snips

Jun 18, 2024

Listen to former financial planner Joe Saul-Sehy and the host tackle questions about managing multiple home sales, maximizing retirement plans with multiple jobs, and considering a 3-2-1 buydown mortgage. Explore the emotional and financial considerations of paying off a mortgage vs. investing, differences between 401k and 457 retirement plans, and tips for upgrading to a larger home. Delve into the nuances of decision-making and life choices in this episode.

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Intro

00:00 • 2min

Balancing Mortgage Payoff and Investments: A Financial Dilemma

01:47 • 23min

Exploring Dream Homes and Maximizing Retirement Contributions

24:21 • 6min

401k vs 457 Retirement Plans

30:05 • 9min

Maximizing Retirement Accounts and Exploring 3-2-1 Buydown Mortgages

38:39 • 9min

Considerations for Upgrading to a Larger Home

47:21 • 9min

Embracing Nuance in Decision-Making and Life

56:29 • 5min