Mike Sikar的动态

查看Mike Sikar的档案

Financial adviser & Mortgage broker for Tech Executives & Founders?? ESP, RSUs & Equity Packages Expert?? 150 Google Reviews & LinkedIn Recs?? Book a 1:1 call for a Free Financial Strategy Audit to kickstart 2025????

This week my client made a strategic move by selling some of her #techshares to pay off her mortgage?? This move not only locked in profit and reduced risk by diversifying wealth She can now refinance and release this equity as an investment loan to fund a deposit for an investment property This new leverage into a growth asset accelerates her progress Providing opportunities she didn't have before Investing in tech shares doesn't offer this kind of leverage A point frequently discussed with my tech clients Message me if you want to learn more ?? If you found this helpful please help your network by reposting ?? and follow me @Mike Sikar for more valuable content ?? Nothing in this post is financial advice. Just sharing my own opinion, research, and best practices #markets #finances #investments

  • 该图片无替代文字
Rohan Bentley

Guiding the public sector on their Salesforce journey - my views are my own.

7 个月

I think you are on to something here Mike. People seem to do a lot of calculations to see if this is worth it or not, but to me the calculation is simple with paying of mortgage being the winner. 1. you have a guaranteed return (non tax deductible interest you avoid) 2. the peace of mind of not having a mortgage.

要查看或添加评论,请登录