There’s no question that there’s a huge concern among many about the current state of house prices, especially as interest rates rise. If you own a home already and are near retirement, how can you leverage the market and how can a financial planner help you strategize and think through your options? In this episode, I’m exploring a real-life case study that really brings financial planning to life.

Listen in as I share a client story from the trenches that speaks to not only the power of financial planning, but also how it can evolve over time—and sometimes quickly. If you’ve ever wondered about the value of having a financial planner in your corner, this is an episode you won’t want to miss!

Listen to the Full Episode:


What You’ll Learn In Today’s Episode:

  • How a financial planner can help you make the best decision for you.
  • The power of having an expert to bounce ideas off of.
  • How a financial planner can help you get out of your head.
  • How a planner can help you with major life decisions.

Ideas Worth Sharing:

“As rates go higher, traditionally, values of assets will go down.” – Jonathan Bednar

“A bird in the hand is better than two in the bush.” – Jonathan Bednar

“It’s allowed them to really think about what they’re trying to do—and allowed them to think through different scenarios.” – Jonathan Bednar

Resources In Today’s Episode:

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