Preservation and restoration of real estate. A mature man holds a model of a house in his hands. Reflects before selling or buying a home. Mortgages and rental income.

Episode 4 – The Secure Act 2.0 & Mortgage Debt

Aug 22, 2022

In this episode, Dana and Brad discuss mortgage debt, the Secure Act 2.0, and general ways to save for your retirement

  • Life Insurance creates an artificial estate that you have not yet achieved
  • Reasons to have Life Insurance in place
  • The importance of getting your affairs in order


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What, When, Who, How? The social security decisions