Podcast 29 – Reverse Mortgages – With Steve Kalscheur

Now that retirement timelines are longer than ever, how can you plan for, and fund, your retirement — no matter how long it might last? 

One option that could be the right fit for you is a reverse mortgage.

Today, Jeremy Keil joins Steve Kalscheur, a reverse mortgage specialist with the American Advisors Group. They discuss reverse mortgages as a retirement planning strategy, how they differ from regular mortgages, and the various upsides they offer.

In this episode, you’ll learn:

  • Key things to consider before getting a reverse mortgage
  • Ways reverse mortgages can provide tax-free money and help eliminate your mortgage
  • Why the line of credit offered by reverse mortgages is such a powerful retirement tool
  • Tips and tricks for hedging against market downturns with reverse mortgages
  • And more!

Join Jeremy and Steve now to gain a better understanding of how reverse mortgages can work for you and your ideal retirement!

Resources: Keil Financial Partners | 3 Keys You Should Know Before Choosing a Financial Advisor  | 6 Questions Retirees Aren’t Asking But Should Be | Subscribe 

American Advisors Group | Steve Kalscheur: (608) 235-2800

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Keil Financial Partners. Keil Financial Partners is a part of the Thrivent Advisor Network, a registered investment advisor. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. 

 Keil Financial Partners does not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.