Using Housing for Retirement Planning: A Smart Women/Savvy Money Podcast

Hand holding a model of a house with $ signs floating up from it
Thursday, May 14, 2020 (All day)

Are You Getting the Most Out of Every Asset?

If you're like most people, your home is your biggest asset—especially if you've worked hard to pay off your mortgage. When you're planning for retirement, it's important to take account of every asset you have, including your home. With careful planning and good guidance, it's possible to leverage your equity in your home safely to not only cover taxes and maintenance but also help secure your long-term financial future.

As a licensed Reverse Mortgage Loan Officer, Janice Cohen has seen reverse mortgages transform from an option of last resort to an important element in strategic financial and estate planning. In our May SW/SM podcast, she'll explain how the 2013 Reverse Mortgage Stabilization Act created transparency requirements, standardized procedures, and regulatory oversight that allow borrowers and their families to use reverse mortgages to turn one of their greatest physical assets into a financial resource that can enhance their income and help maintain their lifestyle. Sign up for the Smart Women/Savvy Money newsletter to be notified as soon as the podcast is available!

 

Janice CohenJanice Cohen is an HECM Reverse Mortgage Specialist. For the past 15 years, she has helped people in the L.A. area understand how a reverse mortgage works and whether or not it is the right option for them. She takes pride in being able to help homeowners align their housing plans with their retirement and lifestyle goals. Janice has worked directly with lenders such as Wells Fargo, Metlife, and now Retirement Funding Solutions, a division of Synergy One Lending.

 

 

At Urban Wealth Management, our mission is to create a supportive and secure environment where women are encouraged to be engaged in their financial affairs and take ownership in creating the life they desire and deserve. Our vision is that every woman should live a life of her design, using her wealth to fulfill her dreams, enjoy her passions, and expand her interests. If you’re ready to begin the journey, connect with us for a complimentary half-hour chat.