financial advisors

Part 2 of our Exclusive Interview

Shannon HicksApril 3, 2023March 29, 2023

by Shannon HicksApril 3, 2023March 29, 20232 610

Why is the role of home equity often ignored in retirement planning? How can reverse mortgage professionals better engage with financial advisors? Those questions are answered in part two of our exclusive interview with...

Interview: Why advisors are resistant to reverse mortgages

Shannon HicksMarch 27, 2023March 30, 2023

by Shannon HicksMarch 27, 2023March 30, 202314 2981

Financial advisors Matt Regan and Ryan Ponsford explain why many financial professionals are resistant to reverse mortgages and what won them over to the idea of considering home equity in retirement income planning.

Is liquidating an IRA better than a reverse mortgage?

Shannon HicksNovember 14, 2022November 11, 2022

by Shannon HicksNovember 14, 2022November 11, 20222 589

a Unable to use the embedded player? Listen here. EPISODE #748 Should I plan to liquidate my IRA and get a reverse mortgage? [NewJersey-com ] One reader asks a local financial columnist if it’s better to liquidate her IRA as her own private reverse mortgage. The implications are stark… Other

The Three Cs of Retirment Planning

Shannon HicksSeptember 12, 2022September 9, 2022

by Shannon HicksSeptember 12, 2022September 9, 20221780

One reader asked, "I’m set to retire later this year and my portfolio is down 30 percent. What should I be doing? "

How to be a retirement lifeguard

Shannon HicksJuly 11, 2022July 10, 2022

by Shannon HicksJuly 11, 2022July 10, 20221855

Without audience targeting are Google Ads Dead? Think again… Early this month Google announced new restrictions for targeting specific audiences. The restrictions apply to content related to housing, employment, credit, and those who are disproportionately affected by societal biases. The news of these restrictions created quite a stir among

Even Australians face reverse mortgage reluctance

Shannon HicksJuly 26, 2021July 21, 2021

by Shannon HicksJuly 26, 2021July 21, 20210684

Unable to use the embedded player? Listen here. EPISODE #680 Data shows advisers in Australia reluctant to discuss equity release strategies “New research has found that financial advisers are not considering the government’s Pension Loan Scheme (PLS) when developing strategies for retirees.” Other Stories: Reverse Market Insights ‘Market Minute’ MarketWatch:

RMs Getting a Serious Second Look

Shannon HicksOctober 3, 2020October 6, 2020

by Shannon HicksOctober 3, 2020October 6, 20203 3831

The reverse mortgage market got some new respect earlier this year. When it looked like...

Podcast #630: How the pandemic is leading more planners to the reverse mortgage

Shannon HicksAugust 10, 2020August 7, 2020

by Shannon HicksAugust 10, 2020August 7, 202001002

Unable to use the embedded player? Listen here. Show Summary More financial planners are giving reverse mortgages a serious look as the coronavirus pandemic wreaks havoc with retirees portfolios. Other Stories: Trial of former CEO delayed by COVID-19 NAIFA forms an educational partnership with reverse lender

5 Mistakes Reverse Mortgage Borrowers Should Avoid

The Problem with Being House-Rich

Reverse mortgage red flags to watch for

How a HECM could save uninsured homeowners from…

financial advisors

Part 2 of our Exclusive Interview

Interview: Why advisors are resistant to reverse mortgages

Is liquidating an IRA better than a reverse mortgage?

The Three Cs of Retirment Planning

How to be a retirement lifeguard

Even Australians face reverse mortgage reluctance

RMs Getting a Serious Second Look

Podcast #630: How the pandemic is leading more planners to the reverse mortgage

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