Figuring Out: Power of Reverse Mortgage | Podcast #EP6 1 Credit
W.T.F. (We’re Trying to Figure Out) with Saul
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As we age, financial security becomes paramount. But what if there was a way to tap into your home's equity without the burden of monthly mortgage payments? Enter the world of reverse mortgages—a financial tool that can turn your retirement dreams into reality.
On today's Episode of Reverse Mortgage, Nathan Johnson, a seasoned rewards reverse mortgage specialist, will explain how new reverse mortgages can be a strategic tool for managing finances in retirement. This episode is designed to dispel common myths and provide listeners with a clear, factual understanding of reverse mortgages, illustrating how they can enhance financial stability.
The Episode kicks off with an engaging introduction that sets the stage for an insightful discussion about reverse mortgages. Participants will be guided through the three major challenges homeowners encounter: incomplete information, pressure selling, and confusion. This podcast aims to clear up misunderstandings and provide a balanced view of reverse mortgages. Following this, the current state of the reverse mortgage industry is discussed, illustrating how it has evolved over the years. It will explain how reverse mortgages can be strategically used to manage financial pressures such as inflation and rising retirement costs, supported by real-life examples.
Join this CPE podcast and discover the truth about reverse mortgages, learn how they can be a strategic tool against inflation, and understand their role in securing a financially stable retirement.
Key topics discussed:
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
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As a Reverse Mortgage Specialist, Nathan began his career in 2002 by creating a foundation of education, care, and integrity that overflows into every conversation. He helped his parents with a Reverse Mortgage and witnessed the positive effect it had on their life, peace of mind, and retirement.
He realized quickly that many people he met with had a negative perception of Reverse Mortgages from what they have heard or read. He discovered the 3 challenges most mature homeowners faced was incomplete information, pressure selling, and general confusion about the program qualifications, benefits, and strategies.
Nathan’s passion is to make a difference in the lives of mature homeowners by educating them of their Reverse Mortgage options for refinancing their current home or purchasing their next home as they are slowing down or currently in retirement. He will never pressure them into making a decision because he understands many face pressures everyday around finances as it relates to longevity, sustainability, and the legacy they all want to pass on.
He loves helping his clients make decisions with full confidence, knowing this will help them gain greater peace of mind with the financial flexibility as they enter into the best years of their lives!
Nathan is also committed to educating business associates about Today’s Reverse Mortgage and has met with hundreds of Real Estate Professionals, Loan Officers, Banking Professionals, Financial Advisors, Attorneys, CPA’s, and Home Care Professionals throughout Colorado and the United States.
Saul Sony is the Director of Partner Success at MY-CPE, a leading continuing education platform serving professionals across Accounting, Tax, Audit, IT, Finance, and HR domains in the United States, Canada, and the United Kingdom. Saul’s dedication and expertise have been instrumental in advancing MY-CPE’s mission to provide high-quality, accessible, and affordable education to professionals worldwide.
Under his leadership, MY-CPE has grown its offerings and reach, establishing itself as a leader in the field of professional education. Saul continues to explore new avenues to enrich the professional growth of thousands of learners, staying true to his passion for education and empowerment.
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