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I’ve seen the future. Well, my future. Working as a reverse mortgage loan consultant has given me a unique opportunity to get a glimpse of what comes next. Most days, I sit across the table from people who are already living in the season my wife and I are slowly approaching. Retirees. Empty nesters. Grandparents. Couples figuring out what life looks like after decades of raising children. And lately, those conversations have been hitting a little closer to home. Right now, w

Over the last year, the questions I receive from financial advisors during reverse mortgage seminars have changed dramatically. The conversation is no longer: “Does the bank own the home?” Now it sounds more like: “How does home equity fit into a modern retirement income strategy?” That’s a much more interesting discussion and a more important one in service to their clients. Here are the Top 10 questions financial advisors are asking right now about reverse mortgages, plus o

A diagnosis. A fall. A sudden need for care. A parent who can no longer manage at home the way they used to. When that moment arrives, the questions sound very different. It’s no longer, “What are our options?” Instead, it becomes, “What can we still do?” That shift matters more than most people realize. I saw this firsthand last week in a room full of people navigating very different stages of the same conversation. If you missed that story, you can read it here: One Seminar