Design your legacy with confidence at www.designurlegacy.com! Are you ready to shape a legacy based on your values?

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What if your home could help fund your legacy? In this powerful conversation, we sit down with Kevin Guttman, a seasoned reverse mortgage specialist from C2 Financial, to explore how homeowners can unlock the hidden power of their equity—not just to retire comfortably, but to support their children, grandchildren, and the causes they care about. Kevin shares how reverse mortgages, often misunderstood, can be a strategic tool in legacy planning, wealth transfer, and multi-generational financial wellness. Whether you're caring for aging parents, approaching retirement yourself, or advising clients on estate strategies, this episode is full of wisdom, clarity, and practical takeaways.

What You’ll Learn:

•How reverse mortgages really work (and common myths) •Ways to use home equity to support a lasting legacy
•The emotional side of legacy planning through real estate
•Conversations families should be having now to avoid regrets later

Kevin Guttman, Sr. is a mortgage broker, reverse mortgage specialist and 4x Amazon best selling author, who brings a wealth of knowledge, integrity as well as people-first approach to the world of senior home financing. 

As 1 of 218 "Certified Reverse Mortgage Professionals" in the USA, Kevin has 100+ five-star reviews and an A+ rating from the BBB (Better Business Bureau). He is a member of the National Association of Mortgage Brokers and the National Reverse Mortgage Lenders Association. He grew up in a 'real estate family', holds 3 Master's Degrees, and a consistent track record of client referrals and repeat business - making up 85% of his work. For fun, he has explored 47 states and 40 countries and is also an ordained Minister. 

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

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