Dec 9, 2020
In recent months, mortgage interest rates have been significantly reduced across the country. Although it may sound like an attractive opportunity for people considering buying a house, there are several complexities related to homeownership. In today’s episode, we’re joined with Kelly Luethje to explore the true cost of homeownership. Kelly is a CERTIFIED FINANCIAL PLANNER™ and the founder of Willow Planning Group. Throughout the episode, Kelly shares her wisdom on the complexities of homeownership and what we should consider before buying a house.
[02:19] Kelly’s Background – Kelly talks about her work and how she helps young professionals with their financial decisions related to housing.
[04:40] Homeownership & Renting – Things to consider when deciding between homeownership and renting.
[09:17] Costs Involved in Homeownership – Kelly reviews some of the homeownership related costs that are different from a rental.
[19:41] Common Mistakes – Kelly shares some of the most common mistakes she sees people make when buying their first home and how to avoid them.
[24:18] Kelly’s Experience of Moving – Kelly recently moved to a new home in a different area. She shares what she experienced during the transition in terms of costs, lifestyle, and how it shaped her professional life.
[28:42] Selling a Property – Grant and Kelly dive into what you should consider when deciding whether to sell your old property or rent it out.
[35:08] Kelly’s Practice – Kelly shares her career journey, the story of her business, and the work she does with her clients.
[40.50] Investor Relations – Kelly talks about her work in investor relations and the experience of working with investors and teams of professionals.
Kelly’s Blog: www.willowplanninggroup.com/blog/