Mastering Money

S5 E06: The Role of Reverse Mortgages in Retirement Planning


Listen Later

What is a reverse mortgage? Is it a good fit for your retirement plan? Learn the ins and outs of reverse mortgage products and get informed about the right conversations to have when planning for a comfortable retirement.

Join our expert Steven Ranson FCPA, FCA, President and CEO of HomeEquity Bank, for an in-depth look into how a reverse mortgage can be an option to consider when wishing to maintain a certain post-retirement lifestyle that includes being able to remain in your family home.  

Additional resources:

  • CPA Canada’s Financial Literacy Resources
  • Reverse mortgages- Financial Consumer Agency of Canada
  • HomeEquity Bank
  • Home Run - The Reverse Mortgage Advantage Book
  • Wealth Professional Article on Rethinking Estate Planning
  • Download transcript

    This episode is part of our podcast focusing on helping listeners build confidence for approaching and handling difficult money conversations at various stages of life.

    The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

    ...more
    View all episodesView all episodes
    Download on the App Store

    Mastering MoneyBy Chartered Professional Accountants of Canada (CPA Canada)

    • 3.7
    • 3.7
    • 3.7
    • 3.7
    • 3.7

    3.7

    3 ratings


    More shows like Mastering Money

    View all
    More Money Podcast by Jessica Moorhouse

    More Money Podcast

    113 Listeners

    Ramsey Everyday Millionaires by Ramsey Network

    Ramsey Everyday Millionaires

    3,682 Listeners

    The Game with Alex Hormozi by Alex Hormozi

    The Game with Alex Hormozi

    4,432 Listeners

    The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

    The Rational Reminder Podcast

    462 Listeners

    The Retirement Wisdom Podcast by Retirement Wisdom

    The Retirement Wisdom Podcast

    185 Listeners

    On Purpose with Jay Shetty by iHeartPodcasts

    On Purpose with Jay Shetty

    27,730 Listeners

    Get the Hell Out of Debt by Cloud10

    Get the Hell Out of Debt

    238 Listeners

    The Ramsey Show Highlights by Ramsey Network

    The Ramsey Show Highlights

    795 Listeners

    The Canadian Investor by Braden Dennis & Simon Belanger

    The Canadian Investor

    78 Listeners

    How to Be a Better Human by TED

    How to Be a Better Human

    1,389 Listeners

    The Mel Robbins Podcast by Mel Robbins

    The Mel Robbins Podcast

    20,393 Listeners

    TLDR by Devin Friedman, Sarah Rieger, Matthew Karasz

    TLDR

    26 Listeners

    The Canadian Real Estate Investor by Daniel Foch & Nick Hill

    The Canadian Real Estate Investor

    32 Listeners

    The Loonie Hour by Steve Saretsky

    The Loonie Hour

    13 Listeners

    The Wealthy Barber Podcast by The Wealthy Barber Inc.

    The Wealthy Barber Podcast

    63 Listeners