Should You Retire with a Mortgage? Case Study

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In this video, I will discuss the important question of whether or not to take a mortgage into retirement. Using a case study, I will list various factors that need to be considered, including financial assets, 401k, Roth account, and more. Viewers will get insights on how different financial strategies might impact retirement.


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Time Stamp
00:00 Intro
00:10 Tradeoffs of Keeping a Mortgage in Retirement.
01:07 Listener’s Question About Retirement Mortgage or Not.
03:22 Should You Bring in Mortgage in Retirement
05:13 Link to the Software
05:30 Planning for Healthcare, Vacations, and Other Expenses.
08:02 Financial Analysis: Paying off House vs. Taking a Mortgage
10:30 Answer Based on the Projections
11:48 Impact of Buying a More Expensive Home
12:33 Personal Comfort vs. Financial Optimization
14:15 Summary/Conclusion
14:23 Early Retirement Academy


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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.

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⚠️ "DISCLAIMER:⚠️

All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.

This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.