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Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC.

Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. If you would like to be a guest or ask Trent and Brandon a question, please reach out. Email office@bradshawfp.com or call 704-216-2260.

Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Bradshaw Rogers Financial Partners and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.

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  2. Brick and Mortar Retirement: The Pros and Cons of Real Estate Investing for Retirement

Brick and Mortar Retirement: The Pros and Cons of Real Estate Investing for Retirement

Sep 7, 2023

In this episode, we construct a helpful conversation about the role of real estate in a retirement strategy, exploring everything from rental income to reverse mortgages. Whether you're a pre-retiree with a portfolio of properties or just curious about leveraging your home equity, this discussion offers thoughtful insights for anyone navigating the crossroads of real estate and retirement.

 

Tune in as we discuss some pros, cons, and important considerations of different real estate investments. We’ll discuss the importance of diversifying your retirement portfolio, the realities of property management, tax considerations, and more. Join us to see whether real estate is an appropriate investment for your retirement strategy!

 

Here’s what we’ll discuss in this episode:

 

  • While real estate can be a lucrative investment, don't put all your eggs in one basket. Diversify your retirement portfolio by combining real estate with other investment vehicles like 401(k) plans.
  • Real estate investments are less liquid compared to traditional investments like stocks and bonds. Understand that selling real estate can be a time-consuming process, and consider the liquidity needs in your retirement plan.
  • Be aware of the tax implications of real estate investments versus traditional retirement accounts. Explore tax advantages like write-offs for property expenses, long-term capital gains, and tax-deferral strategies like 1031 exchanges.

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260