Financial Advisors Want To Know Podcast
Welcome to the Financial Advisors Want to Know Podcast Hosted by Catherine Tindall, CPA.
Each short episode is a targeted topic for advisors looking to scale intelligently, save taxes, and build their practice to 7-8 figures the right way the first time. Join Catherine and the experts she brings on as you grow and scale your practice.
Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9
Visit us at DominionEs.com
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Financial Advisors Want To Know Podcast
Ep 41: The Power of Housing Wealth in Retirement Planning
Financial Advisors Want to Know: The Power of Housing Wealth in Retirement Planning - Ep. 41
Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.
Mitchell Cooper is a Reverse Mortgage Advisor with Mutual of Omaha Mortgage. As a CRMP, Certified Reverse Mortgage Professional, and CRPC, Mitch educates financial professionals on the use of home equity in retirement, most recently speaking at FPA NorCal.
Episode takeaways:
-Discover why housing wealth is a critical yet often overlooked asset in retirement planning.
-Learn how modern reverse mortgages can provide flexibility and financial security for retirees.
-The unique role home equity plays in optimizing retirement strategies.
-Understand when reverse mortgages make sense and how to evaluate client suitability.
-Explore practical ways financial advisors can unlock housing wealth for their clients.
Connect with Mitch:
https://mutualreverse.com/lo/mitchell-cooper/
https://www.linkedin.com/in/mitchell-cooper-crmp-crpc%C2%AE-117b135a/
https://www.thestreet.com/retirement-daily/saving-investing-for-retirement/unlock-hidden-retirement-cash-is-your-house-the-key
Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/
Contact Catherine's Team:
admin@dominiones.com
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Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you
Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9
Visit us at DominionEs.com
Connect with Catherine on LinkedIn
