Bottom Liners by Eric and Bill Teitelbaum for February 14, 2025

All set for a quick getaway!

There are two ways to look at it. One the person is saving big time on overhead or kiss your portfolio good bye.

Like the Lincoln Lawyer?

And with the mortgage payments he is saving on he can invest a far greater amount. I paid our house off quite early and instead of blowing the money we were saving on frivolous things, our mortgage payment amount went directly into our retirement portfolio. Over the last 17 years it has grown into a very substantial amount on its own. Far outstripping the tax savings we would have received from the interest paid.

Scary….

But his stretch Rolls Royce cost more than your house and is more comfortable.

What should concern you is only that his manipulation of your funds results in your benefit.

If your concerns and opinions are not triggered by results then you must be a Tardette.

What should concern you is he is still your financial advisor.

Bundle your car and home insurance, live in your car.

And how much commission are you paying this yo-yo?