
Episode 5: Reverse Mortgage
09/03/19 • 43 min
An episode that discusses the advantages of a Reverse Mortgage in retirement.
An episode that discusses the advantages of a Reverse Mortgage in retirement.
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Episode 4: RMD's & Roth Conversions
This episode talks about Required Minimum Distributions with ideas of how to reduce your RMD and create a tax free retirement through a Roth Conversion of your qualified accounts.
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Episode 6: Annuity Overview
In this Episode, Matt dives into the different types of annuities available today and gives his opinion on what may be right for retirees. (If you would like to get right into content please skip to after the first commercial break [14:10].)
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