The Retirement Oasis Podcast is dedicated to helping you visualize, plan, and enjoy a retirement lifestyle defined by you. Your hosts, Mel Bond and Steve Martin, are fiduciary financial planners who offer wisdom and encouragement on a variety of financial (tax, investments, retirement cash flow, etc.) and lifestyle issues for your journey to and through the best season of your life.
Episodes
Thursday Oct 06, 2022
Thursday Oct 06, 2022
In this episode, Steve and Mel discuss the following:
- The pros and cons of paying down your mortgage in retirement.
- Using debt to help with tax minimization strategies.
- The potential role of a Home Equity Line in retirement.
- Why scenario analysis with financial modeling is critical to help you make important decisions.
- And more!
Visit our Blog at Oasis Wealth: Episode 12
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