Paying off the home mortgage is a rite of passage for most people who want to retire. Are you looking to drain some of your investment accounts to pay off your mortgage sooner? Not so fast. Today, Paul talks about some of the wrong ways to pay off your mortgage and how to avoid what he calls a tax torpedo. Listen along to get some insight into Social Security, retirement, and how your mortgage fits into your retirement goals. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
This Is Just Sad: An Investor Who Gets Mistreated by Financial Advisors
Paul shares an all-too-common investing horror story as a warning to investors who think they can trust their advisors without any education.