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Wealthy Habits Podcast

Are there some important financial questions and considerations that you've overlooked? On this show, we want to come alongside your financial and retirement journey to help you answer those questions and experience financial success.


Dave Elizondo and Drue Kampmann are Co-Founders of True Financial Partners, serving the Quad Cities. Their goal is to provide you with great information and education to help you retire with security and comfort.

As you get closer to retirement, the money choices you make become more and more critical. So make sure you're getting proper guidance and help along the way. On the Wealthy Habits Podcast, we'll cover things like social security, taxes, income planning, investments and so much more.


Reach out if you have any questions at https://www.truefinancialpartners.com/ or by calling 563-359-8783.

  1. All Episodes
  2. The Pros and Cons of Real Estate Investing for Retirement

The Pros and Cons of Real Estate Investing for Retirement

Sep 28, 2023

Real estate can be a great tool for building wealth, but how well does it fit into a retirement plan? In this episode, we construct a helpful conversation about the role of real estate in a retirement strategy, exploring everything from rental income to reverse mortgages. 

Whether you're a pre-retiree with a portfolio of properties or just curious about leveraging your home equity, this discussion offers thoughtful insights for anyone navigating the crossroads of real estate and retirement.

 

Here's some of what we'll talk about on today's show:

  • Can you be successful with large real estate holdings and a limited amount of traditional retirement savings?
  • What problems can you run into if you rely heavily on real estate?
  • Dave & Drue share their real estate investing stories and challenges.
  • What role can HELOCs play in a retirement strategy?
  • How you approach REITs is different than brick and mortal real estate.
  • Tax considerations to keep in mind for real estate vs traditional savings.

 

Contact Dave and Drue: 

Web: https://www.truefinancialpartners.com/

Email: info@truefp.biz

Phone: 877-359-8783