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Jason Wilcox has been a licensed realtor in the Commonwealth of PA since 2016 and has been affiliated with Coldwell Banker Real Estate Services since starting his career in real estate. During this time, he has helped many families all throughout Western PA buy or sell their home, as well as working with investors to maintain their rental portfolio. In addition to serving as a full time real estate agent, Jason also serves part time as the Director of Music and Worship for Bethel Presbyterian Church. Jason currently resides in Canonsburg, PA with his wife, Lindsay, and their two cats, Mali and Rosie
Episodes
![Ep177 “Why Include Buying a Home as a Part of Your Financial Portfolio?”](https://pbcdn1.podbean.com/imglogo/image-logo/8246961/the-really-real-real-estate-podcast_1588904940_itunes_300x300.png)
Friday Oct 20, 2023
Ep177 “Why Include Buying a Home as a Part of Your Financial Portfolio?”
Friday Oct 20, 2023
Friday Oct 20, 2023
To wrap up our discussion for this month on financial planning, today we take some time to discuss why owning your own home is a very crucial aspect of your financial plan and why renting should never be the long-term game plan when it comes to your financial portfolio!
TALKING POINTS (3-5):
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Introduction
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Include that next week is our traditional Halloween episode, which is why this week is the last week we will be talking on financial planning!
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Why do you need to have your own home as a part of your financial portfolio?
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Building equity in a home
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Options available to you if you need cash throughout your life:
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Cash out re-fi
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HELOC
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Home equity loan
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When you sell your home, you get to keep the net proceeds
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If you own your home free and clear, that is a great deal of money coming back to you at closing!
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Appreciation
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Tax deductions and capital gains exclusions
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Adds to your net worth!
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Your mortgage payment will be more set than a rental payment
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Final thoughts
HASH TAGS:
#financialplanning
#financialplanningmonth
#homeownership
#buyingahome
#equity
#appreciation
LINKS:
JASON:
CONTACT INFORMATION:
JASON:
Cell Phone: 412-651-4638
AIR DATE: OCTOBER 20, 2023
Version: 20240320
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