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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

May 13, 2022

Depending on who you talk to, you might get conflicting advice on whether you should pay off a mortgage before retiring. There’s never one answer that applies to everyone, but one of the reasons people consider keeping the mortgage is to benefit from the tax deduction. Is that correct? We’ll explore that question and more on this episode.

 

Read more and get additional financial resources: http://johnsonbrunetti.com 

 

What we discuss in this episode: 

0:19 – Mailbag question on SIMPLE IRA  

1:53 – Different types of employer accounts

5:15 – Mailbag question on having a mortgage in retirement

7:19 – Money Map retirement review