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Ep 41: The Power of Housing Wealth in Retirement Planning
Ep 41: The Power of Housing Wealth in Retirement Planning
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.In this episode, I’m joined by Mitchell Cooper, a Reverse Mortgage Advisor with Mutual of Omaha Mortgage. As a Certified Reverse Mortgage Professional (CRMP) and Chartered Retirement Planning Counselor (CRPC®), Mitch specializes in educating financial professionals on how housing wealth can be a powerful yet often overlooked tool in retirement planning.
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Episode 41: The Power of Housing Wealth in Retirement Planning
Ep. 41 | Guest: Mitchell Cooper
Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.
In this episode, I’m joined by Mitchell Cooper, a Reverse Mortgage Advisor with Mutual of Omaha Mortgage. As a Certified Reverse Mortgage Professional (CRMP) and Chartered Retirement Planning Counselor (CRPC®), Mitch specializes in educating financial professionals on how housing wealth can be a powerful yet often overlooked tool in retirement planning.
Key Takeaways:
🏡 Why housing wealth is a crucial asset in retirement planning
💡 How modern reverse mortgages can enhance financial flexibility
📊 The role of home equity in optimizing retirement strategies
🔎 When reverse mortgages make sense & how to evaluate client suitability
🛠 Practical ways financial advisors can help clients unlock housing wealth
Connect with Mitch
🔗 Website
🔗 LinkedIn
📖 Read His Insights on TheStreet
Connect with Catherine
🔗 LinkedIn
📧 admin@dominiones.com
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🌐 Visit Us: DominionES.com
