Housing Wealth in Retirement

Discovering Responsible Wealth

Discovering Responsible Wealth
Housing Wealth in Retirement
Dec 19, 2025
Frank Congilose

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

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Episode Artwork Housing Wealth in Retirement 43:10 Episode Artwork Fourth Quarter 2025 Market Update with BlackRock 21:22 Episode Artwork Year End Tax Planning for Business Owners 1:00:44 Episode Artwork Quarterly Market Update with BlackRock 21:18 Episode Artwork Savvy Social Security 44:05 Episode Artwork Tying the Financial Knot (Podcast for Newlyweds) 38:54 Episode Artwork Market Update with BlackRock 23:40 Episode Artwork Navigating Open Enrollment: Choosing Benefits That Work For You 44:13 Episode Artwork Last Check: Retirement Matters 46:30 Episode Artwork Market Update with BlackRock 21:27 Episode Artwork Retirement Matters 47:22 Episode Artwork Top Strategies to Safeguard Your Income 24:03 Episode Artwork Protecting What Matters: An Abundance Mindset 39:06 Episode Artwork Social Security: The Choice of a Lifetime 52:54 Episode Artwork Master the Art of Saving: Your Key to a Secure Retirement 48:00 Episode Artwork Fundamentals of Estate Planning 40:49 Episode Artwork March 2024 Coaching Call: Market Update with Mike Trudel of BlackRock 20:24 Episode Artwork August 2023 Coaching Call: Market Update with Mike Trudel of BlackRock 22:43 Episode Artwork May 2023 Coaching Call: Disability: Are You Financially Prepared? 18:08 Episode Artwork May 2023 Coaching Call: Perspectives Around the U.S. Debt Ceiling 10:03 Episode Artwork Podcast Replay: Financial Literacy Month (April 2019 Coaching Call) 18:22 Episode Artwork Podcast Replay: What Will Be Your Legacy? 17:44 Episode Artwork March 2023: Perspectives on Finance and Economics with Mike Trudel of BlackRock 22:06 Episode Artwork Podcast: Becoming A Great Saver Replay 10:02 Episode Artwork October 2022 Market Update Coaching Call 24:27