086 - Should I Apply Extra Cash to a Mortgage Refinance or Invest It?

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Por James Conole and Scott Frank descoberto pelo Player FM e nossa comunidade - Os direitos autorais são de propriedade do editor, não do Player FM, e o áudio é transmitido diretamente de seus servidores. Toque no botão Assinar para acompanhar as atualizações no Player FM, ou copie a feed URL em outros aplicativos de podcast.

In this episode James and Scott discuss whether or not you should apply extra cash to paying down the mortgage.

Questions discussed: What should I do with extra cash? Should I apply extra cash to my mortgage or should I invest the cash? Is paying down the principal of my mortgage the most wise use of extra cash? How does paying down my mortgage impact my overall financial situation?

Planning Points Discussed

  • Tax Planning
  • Retirement Planning
  • Real Estate
  • Aligning Your Investments with Financial Goals

Timestamps:

2:30 - Listener Question

4:12 - Pay Down Mortgage or Invest?

6:21 - When Should I Refinance?

8:30 - Backdoor Roth Contributions

12:20 - How To Maximize 401(k)s

15:50 - Aligning Your Money With Your Life

LET'S CONNECT!

James

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Scott

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