Discovering Responsible Wealth

Housing Wealth in Retirement

Frank Congilose

Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.

0:00 | 43:10

On this episode, guest speaker Don Graves of the Housing Wealth Institute dive into the world of reverse mortgages and how they can be a valuable financial tool for retirees and homeowners.

Don speaks to key considerations, including the impact on inheritance, potential tax implications, and how to make a reverse mortgage part of a broader retirement strategy. We also address common misconceptions and provide practical advice for making informed decisions.

7947522.1 Exp 5/27

To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information.

Follow us online on Facebook, LinkedIn and YouTube