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:
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
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:
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