License To Spend
Integrating Housing Wealth into Your Retirement Plan with Don Graves (Ep. 8)
According to recent studies, using housing wealth strategically can extend your retirement savings by five to seven years. Are you prepared to maximize your home’s potential to secure your financial future?
Tim Whistler is joined by Don Graves, President and Founder of the Housing Wealth Institute, to delve into incorporating housing wealth into your retirement income plan through the use of modern reverse mortgages. They explore the fundamentals of reverse mortgages, the benefits of a growing line of credit, and practical case studies on how retirees can utilize this often-misunderstood financial tool to enhance their retirement security.
Don discusses:
- Understanding the basics and history of reverse mortgages
- How reverse mortgages can supplement Social Security
- Utilizing reverse mortgage lines of credit as a volatility buffer
- Real-life case studies illustrating the strategic use of housing wealth
Resources:
Connect with Tim:
- Email: Tim Whisler
- LinkedIn: Tim Whisler, CRPC®, CLTC®
- The Whisler Agency
- LinkedIn: The Whisler Agency
Book a Call with Tim:
Connect with Don Graves:
About our Guest:
Don Graves, RICP®, CLTC®, CSA® Certified Senior Advisor, is the president and founder of the Housing Wealth Institute, an Author of three books, and Instructor of Retirement Income at The American College of Financial Services. He is considered one of the nation’s leading educators on incorporating housing wealth into retirement income planning.
Investment advisory and financial planning services are offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Advisor. Insurance, Consulting, and Education services are offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.
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