Framework with Ana Trujillo Limón

Carson’s Home Equity 5-Part Series with Guests Shelley Giordano & Craig Lemoine, CFP®, Ph.D., MRFC

December 04, 2023 Carson Coaching Episode 223
Framework with Ana Trujillo Limón
Carson’s Home Equity 5-Part Series with Guests Shelley Giordano & Craig Lemoine, CFP®, Ph.D., MRFC
Show Notes

Welcome to the first of a 5-part series on Framework to provide some color around home equity and retirement income planning.

In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, and Shelley Giordano, Enterprise Integration Mutual of Omaha Mortgage Founder, about reverse mortgages and retirement planning. They address the misconceptions about reverse mortgages, their potential benefits, and the importance of home equity in retirement planning. Shelley and Dr. Craig also highlight the need for financial advisors to better understand and appreciate reverse mortgages.

Shelley and Craig talk about: 

  • Their backgrounds and involvement in reverse mortgages and retirement planning
  • The goals of the Longevity Funding Task Force and the Academy for Home Equity in Financial Planning
  • What is driving the misconceptions about reverse mortgages among financial advisors
  • The need for better software solutions to incorporate home equity into financial planning
  • The various benefits and advantages of reverse mortgages, including self-funding for long-term care
  • Why addressing the negative reputation of reverse mortgages has been challenging
  • And more


Resources:

Connect with Ana Trujillo Limón: 

Connect with Shelley Giordano:

Connect with Craig Lemoine:

About our Guests: 

Shelley Giordano is the Founder and Past Chair of the Academy for Hope Equity in Financial Planning. Shelley has been a pioneer in reverse mortgage lending, having begun her career almost two decades ago. After years at home raising her children, she fell into the unlikely world of reverse mortgages. From her very first client, she was hooked. She, like other originators, witnessed palpable relief at reverse mortgage closings because the clients were able to improve their retirements without having to give up their homes. Shelley authored “What’s the Deal with Reverse Mortgages” and is co-author of “What You Don’t Know About Retirement Income Can Hurt You.” Today, Shelley chairs the non-profit Funding Longevity Task Force. This team of researchers, gerontologists, financial planning practitioners, and lenders is devoted to helping Boomers understand how powerful their housing wealth could be in planning for a more secure retirement.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

Disclosure:

This episode of Framework was pre-recorded. At the time of recording, Jamie Hopkins was affiliated with CWM, LLC. Jamie Hopkins is not currently registered with or affiliated with CWM, LLC.
This episode of the Framework podcast is purely educational. No products or services will be recommended or offered for sale. The opinions voiced in the Framework podcast  are for general information only and are not intended to provide

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