Reimagining Retirement

Reimagining Retirement

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It's time to face the misconceptions about reverse mortgages and to expand options for clients as they approach their retirement years. Learn how we can help them increase their wealth by incorporating all assets at their disposal, including leveraging their home equity by using a reverse mortgage as a financial planning tool.

09/20/2022

There's 40, 50, 60 Years of Memories in Those Walls! - with guest Bobbie Jo Kinsey

Our guest, Bobbie Jo Kinsey, is the founder of Trusted Transitions of CO and they are dedicated to helping Colorado residents and their families transition to new living arrangements as effortless as possible. Specializing in helping seniors downsize and organize as they move from their current home into an independent living facility or senior living home. Bobbie Jo started her interior design and organization career with a degree in design from Art Institute of Las Vegas. After experiencing senior relocation services on a personal level with family members, she wanted to help others in the same situation - and she launched Trusted Transitions of CO in 2020. To schedule a free consultation, you can reach her at 702-277-6807, by email at bobbiejo@trustedtransitionsofco.com, or find more information at trustedtransitionsofco.com!

34 min
11/19/2021

We Make Plans, and Then Life Happens! with guest Maggie Miller

We are honored to have our friend, Maggie Miller, on today's episode! Maggie is a coach, evaluator, facilitator, and educator with over 25 years of experience in nonprofit agencies and educational institutions. She earned her bachelor’s degree from the University of California at San Diego and her master’s degree from Colorado State University. After contributing her skills to educational institutions and nonprofit agencies as an employee for approximately 20 years, Maggie began consulting in private practice in 2005. Since then, she has work with numerous organizations and individuals to helps them clarify their ideas, bring out the best in themselves, others, and their organizations, and align their actions with their goals. Today we learn more about Maggie's work coaching adult children of aging parents. She has been doing executive coaching for years, and has seen the kinds of things that you are dealing with. She can help you take your jumbled ideas and make them actionable. She can stand beside you and support you. She can share resources and ideas, but even more, she can help you see what resources and ideas you already have, and how you can put them to work. You can reach her at 303-886-5116, or email her at maggie@maggiemiller.org or through her contact page on her website. You may also book a free 30 minute consultation with her on her website through Calendly!

41 min
10/08/2021

A Save-Our-Bacon Kinda Thing! with guests Don & Mary Babcock

Longtime friends and clients, Don & Mary, join us today to talk about how a Reverse Mortgage ended up being a well-timed saving grace in unprecedented times, and how it helped them turn their dream into a reality with a little bit of team effort! Don muses, "We never dreamed that somethin' that started out as an investment strategy would be a save-our-bacon kinda thing!"

34 min
08/26/2021

We Walk Them Through It, But We Wait! with guest Ginni Field

Over her career, Ginni has served as EVP Leadership Development for an International Real Estate Franchise Sales Company, and branch manager for multiple real estate franchises in two states. Ginni continues to teach National Association of REALTORS® designation and certification programs for real estate associations throughout the United States. She also works with small real estate companies in consulting relationships and with real estate professionals in one-on-one coaching. She began her real estate career in the mid-80s in Connecticut as a sales associate and was recruited to manage for a multi-office real estate firm in January of 1989 remaining in branch management for major real estate companies until 2009. Ginni has been a real estate and life coach as well as mentor since 1990. She feels her greatest asset is her ability to connect to her clients and help them discover their greatest potential. She is passionate about helping people achieve their goals. You can reach her at ginni@ginnifield.com.

40 min
07/14/2021

Still Here, Still Doing that! With guest Amanda Varga

When choosing a Guide for your Caregiving Journey, it is important to find someone who not only has professional skills and knowledge, but who also has personal experience - someone who has been where you are going. Amanda Varga of CareTreks' caregiving experience started at age 11 when she was the neighborhood babysitter. Her first work with the elderly was in middle school, as a volunteer Candystriper at a local nursing home - yes, the red and white striped uniform and the cap! While earning her Bachelor of Social Work degree, Amanda provided specialized respite services for children with special needs. Immediately after graduation, she worked in brain injury supported living, quickly moving from direct care to management. After some years in the corporate world (primarily in HR and Executive Team roles) and having three amazing children, she found herself back in the professional Caregiving realm as both an overnight-awake hospice sitter and Director of Client Care for a home care agency. Caregiving became far more personal when she and her husband moved his parents in with them in July, 2014. Both required 24/7 care and supervision with hands-on assistance. Amanda's personal Caregiving Journey had begun...and the following month her three kids started 4th, 5th and 12th grades. Life was complicated, to say the least. If you're seeking a Guide who can help you with the knowledge you need to be a more effective Caregiver and who also understands the complicated and ever-changing emotional roller coaster you are on, give CareTreks a call! 720-512-7441 You can also find here at https://www.instagram.com/caretreks/ and www.linkedin.com/in/amandavargabsw.

42 min
05/24/2021

Hey! That's free stuff! with guest Dan Hultquist

Joining us today is Dan Hultquist, the National Reverse Sales Training Specialist at the Reverse Lending Division of Fairway Independent Mortgage Corp. He has spoken nationally on the topic of Reverse Mortgages, and his training sessions have exceeded 25,000 in attendance over the last decade. He is a Certified Reverse Mortgage Professional (CRMP), and is an active member of the National Reverse Mortgage Lenders Association (NRMLA). He also teaches continuing education courses that serve as annual requirements for NMLS and CRMP. Dan is a Penn State graduate and obtained an MBA from Kennesaw State University. He lives outside Atlanta with his wife and 3 children. Dan's book, Understanding Reverse, was created for a broad audience. Whether you are an older homeowner, mortgage professional, financial planner, counselor, or real estate professional, you should find this material helpful in understanding reverse mortgages. You can pick up your copy at https://understandingreverse.com/ and you can reach him at dan.hultquist (at) fairwaymc.com.

37 min
05/14/2021

Helping Seniors Help Themselves! with guest Peggy Sage

Peggy Sage has had a widely versatile career in the real estate industry since the late 70’s as a Realtor and as a lender. Her accomplishments range from being a Realtor Board President in 1984 to a lender licensed in 12 states including her position as a national trainer for the reverse mortgage. Her goal has been to bring knowledge of the reverse mortgage to financial planners, Realtors, lenders and consumers. This brought her to Fairway Independent Mortgage Corporation to continue to expand that goal. As an owner of multiple real estate and lending companies, she has chosen to follow her passion – to educate and assist seniors in converting their equity to a usable retirement resource. Peggy’s philosophy is “Helping Seniors Help Themselves” and, through Fairway Independent Mortgage Corporation she is doing just that! You can find Peggy online at peggylovesreverses.com or at 970-691-4648.

35 min
04/22/2021

You're Not Gonna Hurt My Feelings! with Guest George Vrban

George Vrban became licensed in the insurance industry in 1992 and in the mortgage industry in 2003. With over 20 years of combined experience, George is confident that he has the ability to help customers make educated and informed decisions regarding their financial future. He helped his first Reverse Mortgage (aka Home Equity Conversion Mortgage) client in 2006. Working with one of the top reverse mortgage lenders in the country these past 14 years has given him the opportunity to work with and help active adults over 62 from all over the country achieve financial freedom. He has also led a team of licensed reverse mortgage advisors who have been tops in the industry in production. George's focus is on working with Financial Planners on creating strategies to enhance and increase their client's probability or longevity of their portfolio. You can track him down at www.localreverseguy.com!

36 min

It's time to face the misconceptions about reverse mortgages and to expand options for clients as they approach their retirement years. Learn how we can help them increase their wealth by incorporating all assets at their disposal, including leveraging their home equity by using a reverse mortgage as a financial planning tool.

Creator

Reimagining Retirement
Years Active

2021 - 2022
Episodes

16
Rating

Clean
Copyright

© Reimagining Retirement
Show Website

Reimagining Retirement