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Purefinancial
What is Private Credit? Private credit is an asset class comprised of non-bank lending issued outside of public markets. Instead, the lenders are private investors or investment firms, who lend directly to businesses or individuals, bypassing traditional financial institutions such as banks. Borrowers vary, but include companies in need of capital, real estate projects, and […]
What is private credit and where does it fit in your investment portfolio? At age 60, Hope is tired of working and she’s hoping to retire in 2-3 years. Should she factor home equity into her retirement spending plan with a reverse mortgage? Which mortgage option for a Houston dream home is best for Nisa in San Jose’s early retirement goals Plus, Wayne in Phoenix needs to know how the section 121 tax exclusion works on a vacation home, and Jack and Jill in the UAE have questions about tax gain harvesting and the foreign earned income exclusion. Finally, are Joe and Big Al off their strategy game? A Spotify listener takes the fellas to task about the Affordable Care Act subsidy discussed in episode 472, and challenges their spitball for Duke and Daisy’s retirement spending plan in episode 475.
