Mailbag: Mortgages, Dividends and College

It’s time for another mailbag episode, and we bet these questions (and our answers) will help many of you. This episode could really help if you’re looking to improve your financial situation and prepare for retirement.

Your Guide:

It’s time for another mailbag episode, and we bet these questions (and our answers) will help many of you. This episode could really help if you’re looking to improve your financial situation and prepare for retirement.

We will discuss whether to pay off your mortgage, what to do about dividends, and whether to prioritize paying for college or saving for retirement. Listen to hear some of the questions our listeners have, and maybe you’ll gain some valuable knowledge from our answers!

On this episode, we’ll share:

  • Should you pay off mortgages of two rental properties? [1:44]
  • Should you reinvest if you have dividends? [6:24]
  • Should parents focus more on retirement or paying for college? [8:47]

Listen to more of our conversation in the podcast or reach out to us to talk about your financial situation and goals.

Thanks for checking out the Your Retirement Elevated Podcast. We’ll talk to you again on the next show.

 

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A new year means many of us are looking for ways to improve our financial lives in 2023. Today we’re sharing a great checklist to give you areas of focus in order to be better prepared financially. If you’re nearing retirement, these are questions you want to think through and have a plan for before you make that transition.

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ABOUT YOUR HOST...

Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.

Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.

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(913) 393-4724