About this episode

The episode discusses the implications of using retirement savings to pay off a mortgage before retirement.

Thinking about paying off your mortgage before retirement ? Not so fast… Going into retirement debt-free sounds like the dream, but should you tap your retirement savings to make it happen? In this interview, Peter with Richon Planning and Erin Kennedy break it down When it does make sense to pay off your mortgage How to balance the numbers vs. peace of mind Why pulling from retirement accounts could backfire The hidden risks: taxes, reduced liquidity, and even higher Medicare premiums Bottom line: A paid- off house feels great… but the strategy behind it matters even more. Before you write that final check, give Peter a call at (919) 300-5886 or visit www.RichonPlanning.com

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