Podcast Explores Reverse Mortgages at The American College

Don Graves discusses housing wealth as the “4th bucket” in retirement income planning

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Don Graves Joins Podcast at the American Colleges Summit {10 Min}

Quick Overview

I was honored to be featured on Brad Pistole’s podcast, recorded live at the inaugural Retirement Income Summit hosted by the American College of Financial Services. This Horizons Conference episode brought together some of the most influential voices in retirement planning, including: George Nichols III, President of the American College, Dr. Wade Pfau, Dr. Michael Finke, Dr. David Blanchett, Jamie Hopkins and many others

The wide-ranging discussion covered key topics such as the shift from accumulation to decumulation, behavioral and psychological aspects of retirement, and the importance of guaranteed income through annuities and Social Security. The experts also highlighted the urgent need for financial literacy—especially among women—and thoughtful strategies for a secure and fulfilling retirement.

In my 10-minute segment, beginning at 16:44, I shared insights on the evolution of reverse mortgages, how the program has matured, and its critical role as the “fourth bucket” of retirement income—alongside investments, insurance, and income guarantees.

I emphasized how housing wealth can reduce market risk, ease tax burdens, and fund long-term care, giving retirees more flexibility and confidence in their later years.

My Earlier Interview

I also had the pleasure of joining Brad for a dedicated, full-length interview on reverse mortgages titled: How Reverse Mortgages Boost Retirement Income – Don Graves Interview

🎧 Watch that episode here: Click to Watch

The content of this blog is for financial advisors and professionals only and is not intended for consumer use. Names, cases, and scenarios are fictionalized for illustrative purposes. The opinions expressed here are those of the author alone and do not reflect the views of any affiliated entities or individuals. Don Graves, NMLS #142667.

Don Graves, RICP®, CLTC®, CSA, IRMAACP™

President and Chief Conversation Starter at HECM Advisors Group/Institute

Don Graves, RICP® is a Retirement Income Certified Professional and one of the Nation’s Leading Educators on the Emerging Role of Reverse Mortgages in Retirement Income Planning. He is president and founder of the HECM Institute for Housing Wealth Studies and an adjunct professor of Retirement Income at The American College of Financial Services. He has helped tens of thousands of Advisors as well as more than 3,000 personal clients since the year 2000

@AskDonGraves

+Don Graves, RICP®, CLTC®, Certified Senior Advisor, CSA®

@AskDonGraves