Why Paying Off Your House Isn’t the Finish Line (and What Actually Comes Next) | EP 50
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Why Paying Off Your House Isn’t the Finish Line (and What Actually Comes Next) | EP 50
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About this listen
They did it, the Bridstons paid off their home in Southern California. No loan. No mortgage. Just freedom.
But what happens after the big goal is reached? In this episode of Make It Personal, we explore the surprising truth about life after paying off your house, and why the hardest (and most important) financial planning starts after the last payment.
→ Why financial freedom isn’t the same as financial finish line
→ The hidden costs that remain even after your home is paid off
→ The blind spots most families miss: life insurance, disability coverage, and education planning
→ How to prepare for the three phases of retirement: Go-Go, Slow-Go, and No-Go years
→ How to avoid sequence of returns risk and plan for sustainable retirement income
Connect with Mutual of Omaha Advisors through the following links:
→ Download The Game of the Decade eBook
→ Download the Seven Principles eBook
→ Facebook - Mutual of Omaha Advisors
→ Sign Up For a Free Financial Strategy Meeting
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Investing involves risk, including loss of principal.
This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.