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What's smarter for your portfolio?

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Manage episode 489765708 series 2837129
Content provided by Jason Whitton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Whitton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

🏡 Renovate or upgrade and what builds your portfolio faster?
In today’s Finance Friday episode of Wealth Coffee Chats, we unpack a real-life scenario: a client is torn between upgrading her home or renovating and keeping the old one as an investment.
💡 Here’s what we covered:
✔️ When keeping your current home actually hurts your borrowing power
✔️ How to use equity in your PPR to buy more investment properties
✔️ Why selling CGT-free could accelerate your portfolio
✔️ What role your life stage plays in long-term property planning
👀 Spoiler: Paying off your home might feel right, but it could be slowing your progress.

  continue reading

434 episodes

Artwork
iconShare
 
Manage episode 489765708 series 2837129
Content provided by Jason Whitton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Whitton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

🏡 Renovate or upgrade and what builds your portfolio faster?
In today’s Finance Friday episode of Wealth Coffee Chats, we unpack a real-life scenario: a client is torn between upgrading her home or renovating and keeping the old one as an investment.
💡 Here’s what we covered:
✔️ When keeping your current home actually hurts your borrowing power
✔️ How to use equity in your PPR to buy more investment properties
✔️ Why selling CGT-free could accelerate your portfolio
✔️ What role your life stage plays in long-term property planning
👀 Spoiler: Paying off your home might feel right, but it could be slowing your progress.

  continue reading

434 episodes

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