Why Reverse Mortgage Have A Financial Position For Planning! episode artwork

EPISODE · May 28, 2026 · 29 MIN

Why Reverse Mortgage Have A Financial Position For Planning!

from Building and Protecting Your Business Worth · host Thomas J. Perrone, CLU,CIC

Why Reverse Mortgage Have A Financial Position For Planning!Brent Berti explores the real truth behind reverse mortgages and how they can become a strategic financial planning tool for retirees, business owners, and families this episode, Brent explores the real truth behind reverse mortgages and how they can become a strategic financial planning tool for retirees, business owners, and families. Learn the key benefits, costs, risks, and long-term considerations of reverse mortgages, including how they may help with retirement income, long-term care planning, tax-efficient cash flow, preserving investments during market downturns, and legacy planning. This episode breaks down the myths, explains the requirements, and provides practical real-world examples to help listeners make informed financial decisions with confidence.Learn the key benefits, costs, risks, and long-term considerations of reverse mortgages, including how they may help with retirement income, long-term care planning, tax-efficient cash flow, preserving investments during market downturns, and legacy planning. This episode breaks down the myths, explains the requirements, and provides practical real-world examples to help you in your future planning.  brent Berti [email protected] 

Episode metadata supplied by the publisher feed · Published May 28, 2026

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Why Reverse Mortgage Have A Financial Position For Planning!

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