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Engineer of Finance Podcast: Home Equity Conversion Mortgage with Don Graves

Ken talks with Don Graves, who is a RICP®, CLTC®, CSA® Certified Senior Advisor, President and founder of the Housing Wealth Institute, author, and Instructor of Retirement Income at The American College of Financial Services. He is considered one of the nation’s leading educators on incorporating housing wealth into retirement income planning. Today, they share insights about home equity conversion and reverse mortgage. Enjoy!



Show Notes

  • What are reverse mortgages? – 2:30
  • Reverse mortgage and retirement – 4:54
  • The history of reverse mortgages – 5:28
  • Preparing for retirement – 6:31
  • Taking money from a reverse mortgage – 7:58
  • Requirements for a reverse mortgage – 9:00
  • Losing a home for a reverse mortgage – 9:30
  • Consequences of not paying your home taxes – 10:01
  • Reverse mortgages are not a product – 12:11
  • Making your retirement better – 13:57
  • Money flow – 15:14
  • Reverse mortgage as a powerful tool  – 15:55
  • The ideal candidate for a reverse mortgage – 20:52
  • Most Americans’ biggest asset – 27:11
  • Understanding more about home equity – 29:00
  • Get in touch with Don Graves – 29:36

Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and earn better yields with less risk by investing Off Wall Street.

Don Graves, RICP®, CLTC®, Certified Senior Advisor, CSA®
Don Graves, RICP® is a Retirement Income Certified Professional and one of the Nation’s Leading Educators on the Emerging Role of Reverse Mortgages in Retirement Income Planning. He is president and founder of the HECM Institute for Housing Wealth Studies and an adjunct professor of Retirement Income at The American College of Financial Services. He has helped tens of thousands of Advisors as well as more than 3,000 personal clients since the year 2000
Don Graves, RICP®, CLTC®, Certified Senior Advisor, CSA®
Don Graves, RICP®, CLTC®, Certified Senior Advisor, CSA®

Categories: Advisors, Common Usages, Financial, HECM Basics, Podcast, Strategic Usage

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