Are You Ready For Retirement? In this FinStream TV video, Steve Resch, Vice President of Retirement Strategies at Finance of America Reverse discusses the key findings from the 2025 Trends in Retirement Planning Report, emphasizing the emotional preparedness of clients for retirement and the disparity between advisor and client concerns. He highlights the importance of home equity in managing retirement risks and enhancing financial planning strategies, particularly through the use of reverse mortgages. The discussion also covers who should consider a reverse mortgage, when it may not be appropriate, and the potential for using home equity to purchase new properties.
Featuring: Steve Resch
Categories: Retirement Planning