If it wasn’t said by a top financial adviser, you might dismiss it as a quote out of context, but Partners Wealth Group Jack Tossol is not kidding: He says a generation that has ‘sunk everything’ into the family home will miss the chance to have a successful tax-deductible investment plan.
It’s a provocative notion, challenging die-hard principles of money management, but with house prices moving higher again...you have to listen.
Financial adviser Jack Tossol of Partners Wealth Group joins Associate Editor - Wealth, James Kirby, in this episode.
In today’s show, we cover
No tax deduction, no income…Is home ownership overrated?
Why ‘Rentvesting’ is worth revisiting
Are you facing decades of ‘dead money' in your home mortgage?
Challenging the ‘retirement sweet spot’
Please note, this is a repeat episode of The Money Puzzle. It originally aired in August 2025.

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