Live with MainStreet – Ep. 16 Debt

Live with MainStreet

Live with MainStreet – Ep. 16 Debt

Debt

We’re talking about debt today.
Questions include:

  1. Should you pay a mortgage in retirement using 401k funds? Can I borrow against annuities on my retirement accounts?
  2. Can I borrow against annuities on my retirement accounts?
  3. Good debt vs. Bad Debt.
  4. Home equity line of credit currently on a repayment plan, should you go for a lower interest rate?
Anna Sergunina
Anna Sergunina
anna@mainstreetplanning.com

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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