One of the most overlooked and underutilized strategies to combat inflation in retirement is home wealth. However, most advisors and clinets shy away from conversations around mortgage planning.

Season 4 of Acceletrating Your Business focuses on House Wealth: What Your Mortgage Can Do For You. This episode focuses on the HECM - the "swiss army knife" of retirement income planning. Instead of using a reverse mortgage towards the end of one’s retirement when assets might be dwindling, strategic use of a reverse mortgage closer to the front end of one’s retirement could be even more beneficial.

Application for continuing education is being filed with CFP Board.