30-Minute Thursday # 17 - Pay off Mortgage or Invest?

A very common question we receive as a wealth management firm is should you pay off your mortgage or invest in various financial vehicles. For many, the goal is to have no debt and a sufficient emergency fund along with adequate investments. Unfortunately, it's not always so cut and dry. Tune in for this week's episode as Michael Sears and Seth Morris discuss the pros and cons of both strategies - PAYING OFF YOUR MORTGAGE AND INVESTING.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Annuities are insurance products that may be subject to restrictions, surrender charges, holding periods, or early withdrawal fees which vary by carrier. Riders are generally optional and have an additional associated cost. Annuities are not bank or FDIC insured. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. The information and opinions in these videos are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice to meet the particular needs of an individual's situation. Sears Wealth Management is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Sears Wealth Management are not affiliated companies. 01217402 02/22

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30-Minute Thursday # 18 - Checklist Challenge

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30-Minute Thursday # 16 - Inflation