RL160 — Unlocking the Hidden Potential of Reverse Mortgages

Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson

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 [e-mail] or at 202-536-4468. Erik can be reached at [e-mail] or 815-940-4652. Adrian can be reached at [e-mail] or at 703-915-8905.

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