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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.

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Oct 8, 2021

With your house being one of the most valuable assets you own, it’s not surprising that people might consider a number of different decisions that might have a significant financial impact on their retirement. Let’s explore some of the most common scenarios we discuss with clients and how to make the best decision for your future.  


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What we discuss on this episode: 

0:23 – Tax planning in the final quarter of 2021

2:18 – Why Joel is doing a large Roth conversion this year

3:24 – Scenario 1: Considering downsizing to a smaller home

5:12 – Scenario 2: Pay off house if we have the money or not?

6:37 – Scenario 3: Best way to finance a second home

7:57 – Scenario 4: Moving out of state in retirement

9:13 – Scenario 5: Selling the home and begin renting

10:30 – Scenario 6: Moving into a CCRC in retirement