Retiremeet Q&A

May 12

This episode features a panel of experts from Retiremeet North, Harlan Accola from Fairway Mortgage, Rick Gregorek from Gregorek and Associates, Paul Merriman formerly of Merriman, Don McDonald, and Tom Cock.

The most difficult decisions we see people make as they get close to retirement.
Understanding the mental shift required to spend home equity.
Overcoming the fear of action and breaking free of planning paralysis.
How to end your reverse mortgage prior to selling your house.
The most common information a client omits/forgets to tell an advisor.
Learning to foresee potential problems that can arise when writing your will.
The best way to set up power of attorney with multiple agents.
What you should be looking for when choosing a new financial advisor.
Truly understanding the definition of a fiduciary relationship.
Utilizing real estate as part of your long-term strategy to build passive income.
The difference between a reverse mortgage as a home equity and a regular home equity.
Incorporating Publicly traded Real Estate Investment Trust (REITs) in your portfolio.
Understanding sector funds and why it is an over-weighted, gamble of an investment.
The pros and cons of market cap-weighted index funds versus ones that are not.
Why artificially impoverishing yourself to get on Medicaid is a matter of ethics.
The best two-minute advice from our panelists to get prepared and ready for retirement.