Hi guys, Welcome to the Advanced Video Search Engine, and you are watching How Your Home Can Create Retirement Income | #RetirementIncome #Mortgage. That video is uploaded by Your Money, Your Wealth at 2024-04-15T09:01:29-07:00. We are promoting this video only for entertainment and educational purpose only. So, I hope you like & enjoy it. [ChmLZZE7_mM]
| Name | How Your Home Can Create Retirement Income | #RetirementIncome #Mortgage |
| Video Uploader | Video From Your Money, Your Wealth |
| Upload Date | This Video Uploaded At 15-04-2024 16:01:29 |
| Video Discription | Home equity may be the biggest asset you own. Many people prefer not to include their home as part of their cash flow plan in retirement, but we’re living longer and retirement is getting more expensive! In this episode of YMYW TV, Joe Anderson, CFP® and Big Al Clopine, CPA explore ways to use your home to generate retirement income. Download the Retirement Readiness Guide: https://purefinancial.com/white-papers/retirement-readiness-guide/?utm_source=youtube.com&utm_medium=TV&utm_campaign=YMYW-S10E05 Your Money, Your Wealth® TV S10 | E05 Downsize Traditional Mortgage Options Reverse Mortgage Creative Alternatives 00:00 - Intro 00:46 - Wealth By Asset Type 01:18 - Wealth by Housing Tenure 02:15 - Using Your Home to Create Retirement Income 02:57 - Homeownership by Age 03:39 - 4 Reasons to Downsize 04:11 - 3 Financial Benefits of Downsizing 05:18 - Tax Benefits When You Sell Your Home: Section 121 Exclusion 06:31 - Retirement Readiness Guide - free download 06:49 - EASIretirement.com free retirement calculator 07:27 - True/false: Refinancing and taking a home equity loan are the same thing 08:15 - Traditional Mortgage Options: home equity loan, a home equity line of credit (HELOC), cash-out refinance 10:24 - Traditional Mortgage Tax Consequences 10:52 - Reverse Mortgage Basics 11:29 - Reverse Mortgage Pros & Cons 12:45 - Reverse Mortgage Basic Calculations 13:04 - How Does a Reverse Mortgage Work? 14:22 - EASIretirement.com free retirement calculator 14:47 - Retirement Readiness Guide - free download 15:03 - True/false: Retirees 62 years old or older can take a reverse mortgage without going through counseling 15:40 - Creative Alternatives to Generate Retirement Income From Your Home 17:45 - Can I deduct my mortgage from my taxes if I have a home-based business? 18:42 - Do I need any special insurance if I rent my home on AirBnB or VRBO? 19:23 - Pure Takeaway Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. Schedule a free assessment with an experienced financial professional: http://bit.ly/PureAssessment Office locations: https://bit.ly/PureLocations Ask Joe & Big Al On Air: https://bit.ly/AskJoeAndBigAl Subscribe to our YouTube channel: http://bit.ly/YMYW-YT Subscribe to the Your Money, Your Wealth® podcast: https://link.chtbl.com/ymyw?sid=y IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor. • Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation. AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation. CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period. ChmLZZE7_mM |
| Category | Education |
| Tags | retirement income | mortgage | Reverse mortgage | home equity loan | refinancing | Your Money Your Wealth | yourmoneyyourwealth | YMYW | Pure Financial | Pure Financial Advisors | purefinancial | pure advisors | pure fin | pure finance | pure financial advisers | pure finacial | peer financial | CFP | CPA | fiduciary | fee-only | Retirement spitball | retirement planning | tax planning | financial planning | saving for retirement | portfolio management | retirement income strategies |
