Dave Ramsey Tells Wisconsin Couple Their Advisor Sold Them Outdated Tax Strategy

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Dave Ramsey Tells Wisconsin Couple Their Advisor Sold Them Outdated Tax Strategy

247wallst.com/personal-finance/2025/11/23/dave-ramsey-tells-wisconsin-couple-their-advisor-sold-them-outdated-tax-strategy

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A financial advisor recommended a $260,000 HELOC against a paid-off home for tax deductions despite the strategy’s limited value after 2017 tax changes.

The couple carries $150,000 in debt while contributing $50,000 annually to retirement instead of eliminating…

This story appeared on 247wallst.com, 2025-11-23 12:39:44.