One of the most overlooked and underutilized strategies to combat inflation in retirement is home wealth. However, most advisors and clients shy away from conversations around mortgage planning.
Season four of Accelerating Your Business focuses on House Wealth: What Your Mortgage Can Do For You. In this episode we'll review the risk that inflation poses for retirees and discuss how advisors can employ both conventional and non-conventional strategies to mitigate risk for their clients. Learn how to have this important planning conversation with your clients.
Accepted for one (1) hour of continuing education by CFP Board.