Global Fiduciary Insights

Global Fiduciary Insights


Economic Realities - Home Ownership in Uncertain Times

October 07, 2024

In today’s episode, Chris Battaglia welcomes back economist and author of “Money Magic: an Economist’s Secrets to More Money, Less Risk & Better Outcomes”, Larry Kotlikoff, to discuss inflation, rising interest rates and the effect they may be having across different elements in investors’ portfolios.


They discuss several strategies homeowners may want to consider:

  • Using IRAs, Roth IRAs or even savings to pay down mortgages
  • Major tax breaks available to homeowners that have nothing to do with your mortgages
  • The benefits of using software – particularly Maxifi Planning Software – to help with financial decisions
  • Different levers to consider when deciding whether or not to buy a home, including children, education costs and more.