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RL160 — Unlocking the Hidden Potential of Reverse Mortgages
Manage episode 358143547 series 3197371
Inhoud geleverd door Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
In this episode of the Retirement Lifestyle Show, Erik Olson and Adrian Nicholson break down reverse mortgages and their use in retirement planning. They discuss the different types of reverse mortgages, ways to extend the life of your portfolio, and the mechanics of an efficient reverse mortgage.
[00:00] Introduction
[01:47] Challenges Retirees Face When Planning for Retirement
[04:37] What is a Reverse Mortgage?
[07:55] The Different Types of Reverse Mortgages
[09:20] Biggest Drawback of Taking on a Reverse Mortgage
[12:15] Erik Shares an Actual Use Case of Reverse Mortgages
[17:33] Practical Ways You Could Use a Reverse Mortgage
[24:08] When to Start and How Reverse Mortgages Work
[26:29] How to Extend the Life of Your Portfolio
[28:33] Reasons for People Holding Bonds in Their Portfolios
[30:45] Pros and Cons of a Reverse Mortgage
[38:47] Mechanics of an Efficient Reverse Mortgage
[40:05] Resources on How to Apply for Home Equity Loan
[43:50] Parting Thoughts
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
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