Dr. Wade Pfau on Why Reverse Mortgages Deserve a Fresh Look
My Journey with Dr. Wade Pfau It’s hard to believe it’s been nearly 12 years since I first met Dr. […]
Trends and Shifts
Why Top Financial Experts Are Rethinking Reverse Mortgages
What Has Shifted? Why have thought leaders like Ed Slott, CPA, Best selling Autor and America’s IRA Expert, Robert Powell,
50 Challenges in Retirement Income Planning Today
Understanding Retirement Income Planning: Why the Journey Down the Mountain is Harder Retirement income planning has undergone a profound transformation.
Social Security’s $195 Billion Overhaul: Reverse Mortgage Insights
Implications of the Social Security Fairness Act The Social Security Fairness Act, signed into law by President Joe Biden on
Fuel Your Passion: 20 Inspirational Quotes for Financial Professionals
Finding Your Motivation The journey of a financial advisor is not without its challenges. Whether it’s navigating market volatility, guiding
“The Guru Gap” My Recent Conversation with Best Selling Author David McKnight
This week, I had the pleasure of sitting down with my friend David McKnight, the best-selling author of The Power
Squeezing the Juice Out of Retirement: Understanding the Four Psychological Phases of Retirement
Quick Summary | Video Below Today, we embark on a journey into the captivating TEDx talk by Dr. Riley Moynes, an esteemed authority in retirement psychology. Dr. Moynes’ dedication to unraveling the intricate layers of retirement psychology has truly paved the way for a deeper understanding of this pivotal chapter in our lives. With a…