Stuart Weems · The Money Puzzle · Investing in your home versus building a share portfolio
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described a “live-vesting” strategy: treat the family home as an investment asset, plan to downsize later to unlock equity for retirement
“Buying a great tax-free family home where I can value add tax-free, cash equity out tax-free, and then fundamentals. Aim for that asset to be debt-free buy when you want to retire.”
“Ultra-high net worth families… have nearly 46% of their assets in alternative investments… more than half, 52%, was invested in private equity.”
“What if mental health was part of public health? Treat the people you described as having something collective in nature as a measles outbreak.”
“We not only stress test to show families how their retirement plan holds up in a variety of scenarios... when people see that their plan still works when bad things happen, that's when fear starts to fade.”
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