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Knowledgeable Aging

Resources for the Aging Population

Reverse Mortgage Strategies in Retirement

This webinar will cover how a HECM reverse mortgage can:

  • Enhance Portfolio Longevity
  • Reduce Sequence of Returns Risk
  • Reduce Taxable Income
  • Increase Social Security Income
  • Increase Monthly Cash Flow

Listen to the Podcast

  • 3:30 – What are you retirement goals
  • 4:25 – For many house is largest investment
  • 5:12 – What are your options
  • 6:42 – What is a Home Equity Conversion Mortgage (HECM)
  • 7:34 – Advantages of a HECM
  • 9:30 – Loan disbursement options
  • 11:35 – How calculate amount equity available to you
  • 14:15 – HECM line of credit
  • 16:58 – Reverse mortgage to purchase a new home
  • 20:26 – HELOC vs HECM
  • 22:40 – Questions
Ernie Castro

Ernie Castro has spent the last 13 years of his career originating reverse mortgage loans in the DC Metro area. His expertise, understanding, and ability to work through complex problems has helped him close nearly 400 loans.

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