62WhoKnew - The Podcast

Michael Banner
  • 5.0 (2)
  • SOCIETY & CULTURE
  • UPDATED WEEKLY

Every generation faces different complications when preparing for retirement. It will always be this way... But this generation is facing an issue like none other before it. And that issue is: Longer lifespans! That's right, people are living longer than ever before! But make no mistake about it, longer life spans is a double edged sword. It brings this generation new obstacles that no other generation has ever faced. The 62WhoKnew TV Show was created to help identify and solve these obstacles.

  1. 2D AGO

    Turning Life Insurance Into Long-Term Care Funding

    Michael Banner sits down with Chris Orestis, president of Retirement Genius, to discuss a financial option many policyholders overlook: selling a life insurance policy through a life settlement. They cover who may qualify, how policy reviews work, and why this strategy can help families pay for care, support aging in place, and make more informed retirement decisions. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on Social Media: https://www.facebook.com/62whoknew https://www.linkedin.com/in/michaelbanner1/ DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement. ------------------------------------------------------------------------------------ Episode Shot and Edited at BlueBox Studios Tampa https://blueboxdigital.com/

    31 min

  2. MAR 9

    Building a Meaningful Next Chapter After a Career Pivot

    What happens when a long career ends before you are ready? In this episode of 62 Who Knew, Michael Banner talks with Carol Kaemmerer about navigating career inflection points in your 50s and 60s with clarity and purpose. They discuss identity beyond job titles, age bias in the workplace, the value of experience, and how to shape a new chapter around the skills and contributions that matter most. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on Social Media: https://www.facebook.com/62whoknew https://www.linkedin.com/in/michaelbanner1/ DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement. ------------------------------------------------------------------------------------ Episode Shot and Edited at BlueBox Studios Tampa https://blueboxdigital.com/

    35 min

  3. MAR 2

    Turning Home Equity into Retirement Income

    This advisor-focused episode connects two big retirement needs—reliable income and long-term care planning—with a third lever many households overlook: home equity. Tom Hegna outlines a simple framework for building “paychecks and playchecks,” while Dan Anderson explains how CHIFS can convert a portion of home equity into flexible liquidity—without creating new debt. 🔹 Learn more at 62WhoKnew.com Chapters 00:00 Introduction to Financial Planning for Retirement 03:32 Understanding Annuities and Guaranteed Income 07:34 Home Equity: A Hidden Asset for Retirement 11:39 Chiefs: Converting Home Equity into Financial Success 15:07 Long-Term Care and Annuities: A Comprehensive Approach 21:06 The Importance of Professional Financial Guidance 25:45 Understanding Home Equity vs. Home Ownership 27:43 The Role of Chiefs in Financial Planning 29:49 Comparing Chiefs and Reverse Mortgages 31:13 Flexibility and Accessibility of Chiefs 33:02 Impact of Interest Rates on Real Estate 34:36 Innovative Strategies for Home Buyers 38:24 The Importance of Real Estate in the Economy 40:57 Leveraging Home Equity for Financial Growth 44:07 Building Community Awareness and Education Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on Social Media: https://www.facebook.com/62whoknew https://www.linkedin.com/in/michaelbanner1/ DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement. ------------------------------------------------------------------------------------ Episode Shot and Edited at BlueBox Studios Tampa https://blueboxdigital.com/

    48 min

  4. FEB 23

    Reverse Mortgages, Financial Planning & the $14 Trillion Opportunity

    In this episode of 62 Who Knew, Michael Banner sits down with Harlan Accola, National Reverse Mortgage Director at Movement Mortgage, to challenge outdated thinking and discuss why home equity may be the most overlooked asset in retirement today. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on Social Media: https://www.facebook.com/62whoknew https://www.linkedin.com/in/michaelbanner1/ DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement. ------------------------------------------------------------------------------------ Episode Shot and Edited at BlueBox Studios Tampa https://blueboxdigital.com/

    56 min

  5. FEB 17

    Why Families Need a Long-Term Care Plan Now

    Lindsay Friedman, Founder of CareBloom and LT Care Nav, joins 62 Who Knew to discuss why longer lifespans demand better long-term care planning. She explains how families can prepare, protect independence, and avoid crisis-driven decisions—with free tools designed to make the process easier and more human. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on Social Media: https://www.facebook.com/62whoknew https://www.linkedin.com/in/michaelbanner1/ DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement. ------------------------------------------------------------------------------------ Episode Shot and Edited at BlueBox Studios Tampa https://blueboxdigital.com/

    45 min

  6. FEB 10

    The Down Payment Problem Nobody Is Talking About

    In this episode of 62 Who Knew, host Michael Banner welcomes back Shadd Boucher, Managing Partner of RE/MAX Alliance, for a candid conversation about today’s housing market and the long-term impact of the “COVID burn.” Together, they unpack why affordability—not interest rates—is the real barrier for buyers, how pent-up demand is building beneath the surface, and why education is now the most valuable tool for agents and consumers alike. 🔹 Learn more at 62WhoKnew.com 🔹 Connect with our panelists: 📌 Shadd Boucher 00:00 Introduction and Background of Shadd Boucher 03:24 Current Real Estate Market Dynamics 09:26 The Impact of Interest Rates on Home Buying 11:19 Innovative Down Payment Assistance Programs 17:10 The Role of Realtors in Today's Market 22:50 The Importance of Home Ownership 28:20 Future Trends in Real Estate and Home Buying Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on Social Media: https://www.facebook.com/62whoknew https://www.linkedin.com/in/michaelbanner1/ DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement. ------------------------------------------------------------------------------------ Episode Shot and Edited at BlueBox Studios Tampa https://blueboxdigital.com/

    39 min

  7. JAN 26

    Roth Conversions Reimagined: Using Home Equity to Optimize Taxes in Retirement

    This episode explores how advisors and homeowners are rethinking Roth conversions in today’s tax environment—and why liquidity, not intent, is often the biggest barrier. We’ll discuss how home equity can be used strategically to fund Roth conversions without selling investments, disrupting portfolios, or creating new debt. The conversation will focus on real planning scenarios, tax optimization, and how advisors can model these decisions holistically rather than in isolation. Listeners will walk away with a clearer understanding of: Why Roth conversions remain underutilized despite their long-term value The role home equity can play as a planning asset How integrated planning tools are changing advisor-client conversations What “tax optimization” really looks like in practice for mass affluent households This is a planning-first discussion designed for advisors, planners, and financially engaged homeowners navigating retirement decisions. 🔹 Learn more at 62WhoKnew.com Chapters: 00:00 Introduction to 62 Who Knew Professional Edition 02:53 Understanding Roth IRA Conversions 05:46 Challenges in Executing Roth Conversions 08:37 Introducing Chiefs: A New Funding Solution 11:52 Real-Life Application of Chiefs for Roth Conversions 14:43 Comparative Analysis of Funding Roth Conversions 17:41 The Importance of Aging in Place 20:44 Why Financial Advisors Should Care 24:09 Strategic Solutions for Wealth Advisors 25:33 Enhancing Financial Planning with Home Equity 27:50 Creating Better Outcomes for Clients 29:59 Understanding Home Equity vs. Home Ownership 31:20 The Importance of Thoughtful Financial Planning 34:01 Addressing the Fear of Running Out of Money 35:46 Accessibility of Financial Solutions for All 37:20 Comparing Financial Tools and Strategies 39:37 Changing the Paradigm of Financial Planning 41:54 The Value of Innsmark Tools for Advisors Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on Social Media: https://www.facebook.com/62whoknew https://www.linkedin.com/in/michaelbanner1/ DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement. ------------------------------------------------------------------------------------ Episode Shot and Edited at BlueBox Studios Tampa https://blueboxdigital.com/

    49 min

  8. JAN 12

    Whole Person Virtual Care: Virtual Care That Works

    David Huerta, CEO of Whole Person Virtual Care, shares how the platform delivers fast, effective virtual medical care—with 96% of users receiving diagnosis and treatment on their first contact. This episode breaks down usage patterns, the role of women in care coordination, and how the service reduces unnecessary ER visits—especially during late-night emergencies. 🔹 Learn more at 62WhoKnew.com 🔹 Connect with our panelists: 📌 David Huerta – Whole Person Virtual Care Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on Social Media: https://www.facebook.com/62whoknew https://www.linkedin.com/in/michaelbanner1/ DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement. ------------------------------------------------------------------------------------ Episode Shot and Edited at BlueBox Studios Tampa https://blueboxdigital.com/

    51 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

Every generation faces different complications when preparing for retirement. It will always be this way... But this generation is facing an issue like none other before it. And that issue is: Longer lifespans! That's right, people are living longer than ever before! But make no mistake about it, longer life spans is a double edged sword. It brings this generation new obstacles that no other generation has ever faced. The 62WhoKnew TV Show was created to help identify and solve these obstacles.

Information

  • Creator
    Michael Banner
  • Years Active
    2025 - 2026
  • Episodes
    46
  • Rating
    Clean
  • Copyright
    © Michael Banner
  • Show Website
    62WhoKnew - The Podcast