It's time to face the misconceptions about reverse mortgages and to expand options for clients as they approach their retirement years. Learn how we can help them increase their wealth by incorporating all assets at their disposal, including leveraging their home equity by using a reverse mortgage as a financial planning tool.
This episode explores the challenges families face in preserving wealth and values across generations, highlighting the importance of communication and shared purpose to maintain family cohesion.
17 Apr 2025
Guiding Your Clients Through Their Retirement Years
Lauren has led Bquest in developing holistic solutions that ensure financial institutions can offer their clients a seamless and supportive experience when navigating the complexities of aging and end of life, planning under her leadership, Bquest has become a trusted partner to financial firms.
31 Oct 2024
Planning for College Finances
In this episode of Reimagining Retirement, we welcome Beth Walker, a financial planner and author of Buying College Better. Beth discusses the critical need for a paradigm shift in how families view college financing, emphasizing that college should be approached as a purchase rather than just an expense. While traditional planning focuses on paying for college after the fact, Beth advocates for strategic planning from the outset, providing families with tools and insights to navigate this complex landscape. Join us as we explore new perspectives that can transform the conversation around college planning!
21 Aug 2024
The Evolution of Annuities and Their Misconceptions
Join us as we speak with special guest Oscar Mink as we discuss life's challenges and blessings. we will shift into retirement planning, the importance of annuities in providing a guaranteed income stream for life. Oscar highlights the evolution of annuities and their misconceptions, while Christine stresses their importance in cash flow and buying power. Oscar shows us why it is important to advocate for a more proactive approach to annuities in retirement planning.
25 Jul 2024
Permission to Spend: Maximize Your Retirement
Eliminate fear from your retirement, minimize taxes, take control and gain Permission to Spend.
You will be afraid to spend. Millions of Americans are under-enjoying their retirement because they’re afraid of the “what-ifs” that could derail their best-laid plans. They’re afraid of what happens if they live too long, markets crash or they require expensive ongoing care that their plans cannot support. They’re afraid of running out of money at a time when doing so would be catastrophic. These people are victims of an industry that has been seduced by the sexiness of accumulating investments, with no regard for how to use them later in life. With a modern twist on a centuries-old strategy, this book will help you understand how to begin with the end in mind and set up your finances to maximize income during your lifetime, while ensuring your goals are protected.
6 Jun 2024
Caring for your loved ones with Alzheimer's - What's next?
Join us as we meet Paul Morgan and learn more about the work he and his wife Eileen do for families dealing with Alzheimer's. Providing you with caregiver support groups and options to make this life transition easier for you, your family and friends "Caregiving often calls us to lean into love we didn't know possible"
https://www.seniorcareauthority.com/locations/dallas-tx/
29 Feb 2024
Retirement, Health Insurance & BEYOND
Chat with special guest Arthur Barlow and discover some of the new technology that is available to agents to help support clients. You want to work with an insurance agent that is keeping up with all the products and services that are available. If you’ve been with the same insurance agent for 30 years, are they doing things the same way they did 30 years ago (Assets at retirement vs Income at retirement). What tools can be at YOUR fingertips - let's find out together!
9 Jan 2024
Challenging Conventional Wisdom in Monetarily Planning Retirement
Join us with special guest Beth Walker with Carson Wealth as we challenge conventional wisdom thinking for monetarily planning for retirement.
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