Tag: Estate planning

Ep 212: This One’s On The House… Factoring Your House Into Your Financial Plan

On this episode: On this episode of Retirease Radio, Victor Medina explores some of the most common questions people have when it comes to homeownership in retirement. We'll cover topics such as paying off your mortgage, downsizing to a smaller home, borrowing money through home equity lines and reverse mortgages, and navigating home-related estate planning[...]

Ep 209: Does Your Estate Plan Have an Expiration Date?

On this episode: Very few things in life last forever. Cars break down, cell phones become out of date, food goes bad, even a good bourbon can spoil if you don’t store it properly. Sadly, many people look at estate planning as a one-time activity (set it and forget it). While your estate plan might[...]