We dedicated this week’s episode of Grow Money Business to answering an age-old question: Should you consider your house as an investment? Join us as we dive into the arguments for and against this consideration, as well as some specific circumstances in which you should or shouldn’t consider your house an investment.

Show Notes
[03:22] Equity – Grant starts the conversation by explaining how you can build equity by considering your house as an investment.
[08:20] Budget & Savings – We dive into why we shouldn’t confuse a housing budget with investment savings.
[13:40] Is This Right for You? – Real Estate investments are not for everyone. Grant shares some important considerations when deciding if this is right for you.
[17:33] Foundation – Grant discusses what might be the best decision regarding house investments based on your background.
[22:40] Affordability – Grant explains the current condition of the housing market.

Resources
Experts say you shouldn’t consider your home an investment, but I disagree for 5 reasons
businessinsider.com/personal-Finance/reasons-consider-home-an-investment-2021-11

Is a primary home an investment or just a predictable place to live?
themortgagereports.com/49267/is-a-primary-home-an-investment

Topic No. 701, Sale of Your Home
irs.gov/taxtopics/tc701

00:00 Introduction
03:22 Equity
08:20 Budget & Savings
13:40 Is It Right For You?
17:33 Your Background
22:40 The Current Housing Market

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Grant Bledsoe Financial Planner to Business Owners

I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.

I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.