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If it wasn’t said by a top financial adviser, you might dismiss it as a quote out of context, but Wealth Partners Group Jack Tossol is not kidding: He says a generation that has ‘sunk everything’ into the family home will miss the chance to have a successful tax-deductible investment plan. It’s a provocative notion, challenging die-hard principles of money management, but with house prices moving higher again...you have to listen. Financial adviser Jack Tossol of Partners Wealth Group joins Associate Editor - Wealth, James Kirby, in this episode. In today’s show, we cover -
No tax deduction, no income…Is home ownership overrated? -
Why ‘Rentvesting’ is worth revisiting -
Are you facing decades of ‘dead money' in your home mortgage? -
Challenging the ‘retirement sweet spot’ See omnystudio.com/listener for privacy information. |