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Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Mortgages in Retirement: How to Buy, Borrow, and Pay Off Your Home

Can you qualify for a mortgage after retirement? Should you pay cash for your next home, borrow against your investments, or take out a traditional mortgage? And with mortgage rates elevated, how should retirees think about paying down debt?

Whether you're downsizing, purchasing a second home, or helping your children buy their first house, financing decisions can have a significant impact on your retirement plan.

In this episode, Tyler Emrick, CFA®, CFP®, explores three common mortgage situations retirees face and the financial planning decisions behind them.

In this episode, Tyler covers…

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