Advisor University
The 5 Ideal Client Scenarios + The Reverse Mortgage and Long-Term Care
Resources for Financial Professionals in E-Book Format or Bite Size Videos. All Videos under 5 minutes in length!
How To Have The Housing Conversation With Clients
What Elite Advisors Do Different
1 Thing Even Elite Advisors Are Missing
What's A HELOC vs A RELOC & Why Does It Matter?
Alternative Resources
A 15 minute conversation with Elder Care Attorney Jason Neufeld
Educational Books
Pfau, Wade, 2018. “Reverse Mortgages: How to use Reverse Mortgages to Secure your Retirement” www.retirementresearcher.com
Graves, Don, 2019. “The Retirees Guide to Housing Wealth”
Hultquist, Dan, 2020 “Understanding Reverse- Simplifying the New Reverse Mortgage”
Accola, Harlan 2018 “Home Equity and Reverse Mortgages”
Giordano, Shelley, 2019. "Whats the deal with Reverse mortgages"
***If you'd like me to ship you a book directly please contact me!
Articles
Davison, Tom. 2014. “Strategic Uses of Reverse Mortgages for Affluent Clients.” Tools for Retirement Planning April 16.
Neuwirth, Peter, Barry H. Sacks, and Stephen R. Sacks. 2017. Integrating Home Equity and Retirement Savings through the Rule of 30 Journal of Financial Planning, Retirement Insight and Trends
Pfau, Wade. Forbes March 11, 2020 How Much Can Retirees Spend
Darwish, David HBKS Wealth Advisors June 25, 2019 Reverse Mortgages Convert Your Home Into Income
Pfau, Wade. 2016. Incorporating Home Equity into a Retirement income Strategy Journal of Financial Planning
Pfeiffer, Shaun, John Salter, and Harold Evensky. 2013. Increasing the Sustainable Withdrawal Rate Using a Standby Reverse Mortgage Journal of Financial Planning
Pfeiffer, Shaun, C. Angus Schaal, and John Salter. 2014. HECM Reverse Mortgages: Now or Last Resort? Journal of Financial Planning
Sacks, Barry H., and Stephen R. Sacks. 2012. Reversing the Conventional Wisdom: Using Home Equity to Supplement Retirement Income Journal of Financial Planning
Sacks, Barry, and Giordano, Shelley. 2016 A Case Study An Alternative Asset to Buffer Sequence of Return Risk in Retirement The Retirement Management Journal
Salter, John, Shaun Pfeiffer, and Harold Evensky. 2012. "Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions" Journal of Financial Planning
Tomlinson, Joe. March 18, 2014. “How Reverse Mortgages Improve Sustainable Withdrawal Rates.” Advisor Perspectives
Tomlinson, Joe. April 14, 2015. “New Research: Reverse Mortgages, SPIAs and Retirement Income.” Advisor Perspectives
Tomlinson, Joe, Shaun Pfeiffer and John Salter. 2016. “Reverse Mortgages, Annuities and Investments: Sorting Out the Options to Generate Sustainable Retirement Income.” Journal of Personal Finance
Warshawsky, Mark J. 2017 Retire on the House – Use of Reverse Mortgages to Enhance Retirement Security Journal of Financial Planning
Davison, Tom. March 3, 2014 Reverse Mortgage Funds Social Security Delay Tools for Retirement Planning
Tomlinson, Joe. October 17, 2019 Evaluating Reverse Mortgages as Investments Advisor Perspectives
Davidson, Tom and Turner, Keith. Fall 2015 A Reverse Mortgage: A Strategic Lifetime Income Planning Resource The Journal of Retirement
Kitces, Michael. September 18, 2013. “Is a Reverse Mortgage Better Than Keeping a Traditional Amortizing Mortgage in Retirement?” Nerd’s Eye View
Pepe, Stephen R. 2017. “The Home Equity Conversion Mortgage as a Long-Term Care Insurance Alternative for Financing In-Home Care. Journal of Financial Service Professionals. July. Issue 4 (53-66).
Pfau, Wade, Joe Tomlison, Steve Vernon. November 2017. “Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity A Framework for Evaluating Retirement Income Decisions.” Stanford Center on Longevity
Pfau, Wade D. December 1, 2015. “Advisors Need a Fresh Look at Reverse Mortgages.” Advisor Perspectives
