15 episodes

Podcast by Reverse Mortgage Daily

The RMD Podcast Reverse Mortgage Daily

    • Business
    • 5.0, 4 Ratings

Podcast by Reverse Mortgage Daily

    Shelley Giordano, co-founder of the Academy for Home Equity

    Shelley Giordano, co-founder of the Academy for Home Equity

    The RMD Podcast returns for a conversation with Shelley Giordano, co-founder of the Academy for Home Equity in Financial Planning and of Enterprise Integration at Mutual of Omaha Mortgage. In our discussion, Shelley describes for RMD Editor Chris Clow the path she took to arrive in the reverse mortgage industry, as well as the origin story for the Academy and how it has helped to change the game in informing consumers and financial professionals about the benefits of home equity release in retirement.

    The episode also includes a discussion about how the Academy has helped shape industry practices during the COVID-19 pandemic, some key educational roadblocks that still must be overcome by the industry for both consumers and financial advisors, along with a hint about what attendees at RMD’s upcoming HEQ virtual event can look forward to from the Academy.

    Listen to this episode of The RMD Podcast to learn:

    -- How the Academy for Home Equity in financial planning came into being
    -- Ways the industry has adapted to the pandemic because of the Academy’s work
    -- Ways in which financial advisors can be adequately educated about what reverse mortgages can offer
    -- And more!

    • 29 min
    Dan Ribler, Director at SitusAMC

    Dan Ribler, Director at SitusAMC

    The RMD Podcast dives into the issue of reverse mortgage capital markets in a conversation between RMD Editor Chris Clow and Dan Ribler, director at real estate finance technology company SitusAMC which acquired his analytics firm Baseline Reverse last year. As the initial disruption in reverse mortgage capital markets led to investor concern and the paying of two major proprietary reverse mortgage products, Dan helps explore what has taken place in the markets throughout the pandemic's economic impacts.

    The episode also includes a discussion about the ways that the reverse mortgage market has handled the pandemic's economic shock, how

    Listen to this episode of The RMD Podcast to learn:
    -- How far the scale of the pandemic's economic impacts reach into the reverse mortgage capital markets
    -- How proprietary product activity fits into the larger construct of reverse mortgage capital markets
    -- A deeper look at some of the early reactions that investors had to the pandemic
    -- And more!

    • 25 min
    Evelyn Zohlen, chair of FPA and founder of Inspired Financial

    Evelyn Zohlen, chair of FPA and founder of Inspired Financial

    The RMD Podcast returns to present a conversation between RMD Editor Chris Clow and Evelyn Zohlen, chair of the FInancial Planners Association (FPA) and founder of Inspired Financial, to discuss the new educational partnership that the FPA has engaged in with Finance of America Reverse (FAR) to better inform planners of the ways in which reverse mortgages can be used to help the clients of CFPs.

    The discussion also includes some of the best practices reverse mortgage professionals can observe when seeking out financial planner referral sources.

    Listen to this episode of The RMD Podcast to learn:
    -- How the FAR/FPA partnership has manifested thus far, and how it's been affected by the pandemic
    -- What has factored into the "warming" of more financial planners to the concept of reverse mortgages
    -- How Zohlen's time as a U.S. Air Force intelligence officer informs her perspective as a financial professional
    -- How financial planners may factor into overcoming educational hurdles for borrowers as it relates to reverse mortgages
    -- And more!

    • 34 min
    Steven Sless of PRMI and Steven J. Sless Group

    Steven Sless of PRMI and Steven J. Sless Group

    The RMD Podcast returns during the COVID-19 coronavirus pandemic, and RMD Editor Chris Clow is joined by Steven Sless, reverse mortgage division manager with Primary Residential Mortgage, Inc. (PRMI) and branch manager with the lender’s Steven J. Sless Group, to discuss in greater detail what challenges and opportunities reverse mortgage originators are facing in the midst of these unusual times.

    Reverse mortgage professionals are used to conducting business in a very consultative fashion, guiding borrowers carefully through a complex but potentially effective financial instrument. However, social distancing and virus mitigation guidelines provide some restriction to the consultative process, but this moment may also present some opportunities for those looking for additional financial options during a moment of economic stress.

    Listen to this episode of The RMD Podcast to learn:
    -- What effects the pandemic is having on "boots-on-the-ground" originators
    -- How proprietary products are playing an expanded role
    -- Elements of a reverse mortgage transaction streamlined by technology
    -- The importance of checking in with clients who may feel isolated during these times
    -- And more!

    • 24 min
    Dr. Wade Pfau, professor of retirement income at the American College of Financial Services

    Dr. Wade Pfau, professor of retirement income at the American College of Financial Services

    The RMD Podcast is back amidst the global COVID-19 coronavirus pandemic, and RMD Editor Chris Clow is joined by Dr. Wade Pfau, professor of retirement income at the American College of Financial Services and founder of RetirementResearcher.com, to discuss how reverse mortgages can be incorporated into a senior's retirement plans in the wake of the volatility that the pandemic has introduced into global financial markets.

    With a lot of new uncertainty playing havoc with the retirement plans of older Americans, Dr. Pfau discusses how the reverse mortgage line of credit can be used to weather the current financial downturn, as well as the realities of using reverse mortgage product features to better connect with the product category's skeptics.

    Listen to this episode of The RMD Podcast to learn:
    -- How the reverse mortgage line of credit can help retirees weather the financial shock being fueled by COVID-19
    -- What originators should know when trying to forge referral partnerships with financial planners
    -- How he discovered reverse mortgage viability for retirees
    -- And more!

    • 21 min
    Scott Norman of FAR

    Scott Norman of FAR

    In the tenth episode of The RMD Podcast, RMD Editor Chris Clow is joined by the VP of Field Retail and Director of Government Relations at Finance of America Reverse (FAR), and co-chair of the National Reverse Mortgage Lenders Association (NRMLA) Scott Norman!

    Known for his instrumental role in expanding the reverse mortgage business to the state of Texas and being deeply involved in the industry at multiple levels, Norman sits down with RMD to discuss his extensive history in the business while also sharing his informed perspective on what reverse mortgages can look like through 2020 and beyond.

    Listen to this episode of The RMD Podcast to learn:
    -- How Norman came to be involved in the reverse mortgage industry
    -- What it was like to originate Texas’ first HECM
    -- How he divides time between key roles at both FAR and NRMLA
    -- FAR’s role in the proprietary product landscape
    -- And more!

    • 26 min

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