24 episodes

The RMD Podcast is a monthly podcast covering hot topics in the Reverse Mortgage industry. Subscribe to stay up-to-date on the latest episodes.

The RMD Podcast Reverse Mortgage Daily

    • Business
    • 5.0 • 4 Ratings

The RMD Podcast is a monthly podcast covering hot topics in the Reverse Mortgage industry. Subscribe to stay up-to-date on the latest episodes.

    RMD #24: Robert Klein, Financial Planner and Retirement Specialist

    RMD #24: Robert Klein, Financial Planner and Retirement Specialist

    With financial planners serving as some of the most important potential reverse mortgage referral partners, this episode of The RMD Podcast features a conversation between RMD editor Chris Clow and Robert Klein, a registered investment advisor in Newport Beach, California, and founder of the Retirement Income Center where he specializes in a multidisciplinary retirement planning approach.
    In the conversation, Clow and Klein discuss the state of reverse mortgage product education to borrowers and professionals, the reticence many financial planners have about discussing reverse mortgages with clients, and advice to reverse mortgage originators about approaching financial planners to serve as referral partners.

    The RMD Podcast speaks with reverse mortgage business leaders, professionals, government officials, and thought leaders to provide listeners with the pulse of the reverse mortgage industry, and all of the business and regulatory realities which affect it. Hosted By Chris Clow and produced by Alcynna Lloyd. 

    • 30 min
    RMD #23: HW Media Founder and CEO Clayton Collins

    RMD #23: HW Media Founder and CEO Clayton Collins

    The RMD Podcast returns with a brand new episode featuring the Founder and CEO of HW Media, Clayton Collins. In this episode, Collins offers his perspective on the promise of the reverse mortgage industry, and how RMD fits into the overarching mission of HW Media and its other brands;  covering the full breadth of the housing industry.
    He also describes his own introduction to housing media, how he became acquainted with the reverse mortgage category, and how the American retirement system will need to acknowledge the housing asset in the future.

    The RMD Podcast speaks with reverse mortgage business leaders, professionals, government officials, and thought leaders to provide listeners with the pulse of the reverse mortgage industry, and all of the business and regulatory realities which affect it. Hosted By Chris Clow and produced by Alcynna Lloyd. 

    • 32 min
    John Lunde, president of Reverse Market Insight (RMI)

    John Lunde, president of Reverse Market Insight (RMI)

    In this episode of The RMD Podcast, we're thrilled to welcome John Lunde, president of Reverse Market Insight (RMI) to discuss the state of the reverse mortgage industry, and some of the factors that could affect it into the near future!Since the onset of the COVID-19 pandemic last year, the reverse mortgage industry has seen a heightened, sustained level of business in terms of its performance metrics like industry volume and Home Equity Conversion Mortgage (HECM)-backed Securities (HMBS) issuance. Are these metrics sustainable? How does increased HECM-to-HECM refinance activity play into the state of the industry? What about the marketplace of proprietary reverse mortgage products?Listen to this episode of The RMD Podcast to learn:-- What current industry volume levels could mean for the future of the industry-- How RMI and the larger reverse mortgage business has had to change during the pandemic and beyond-- What refinance activity and proprietary volume mean for the industry's prospects-- Why the business must still strive for greater adoption and new players-- And more!

    • 34 min
    Jamie Hopkins of Carson Group, Academy for Home Equity in Financial Planning

    Jamie Hopkins of Carson Group, Academy for Home Equity in Financial Planning

    RMD is thrilled to welcome Professor Jamie Hopkins, managing director of Carson Coaching and director of retirement research at Carson Group, as well as a member of the Academy for Home Equity in Financial Planning, to The RMD Podcast for a wide-ranging discussion!The reverse mortgage industry has undergone a very unique stress test during the economic crisis caused by the COVID-19 pandemic, and that crisis has also affected the field of financial planning. To further gauge what these impacts might be, we've asked Jamie Hopkins to discuss what he's seeing on the academic side in both fields, as well as his thoughts on how the reverse mortgage industry has had to transform itself after other changes have been forced upon it.Listen to this episode of The RMD Podcast to learn:-- Why emotion is such a major driver of financial decisions for people-- What the reverse mortgage industry has done well in reacting to change, including those handed down by FHA and those forced by COVID-19-- The evolving perspectives of financial planners on the use of home equity, including for reverse mortgages-- What first brought Hopkins into the fold of the reverse mortgage industry and the Academy for Home Equity in Financial Planning-- And more!

    • 39 min
    Steven Sless and Christina Harmes Hika of PRMI

    Steven Sless and Christina Harmes Hika of PRMI

    In our first group interview ever featured on The RMD Podcast, we sit down with Steven Sless and Christina Harmes Hika of Primary Residential Mortgage, Inc. to talk about the recent news of the company’s expansion to San Diego!With an eye toward becoming a top 10 lender in the reverse mortgage space, PRMI’s Steven J. Sless Group has hired Harmes Hika in its effort to build out a physical west coast presence. But both professionals can also speak from experience about what it’s like to transition to other companies, and in addition to discussing their exciting business plans they also share with our audience some of the lessons they’ve learned in making those kinds of transitions.Listen to this episode of The RMD Podcast to learn:-- What made the time right for PRMI to expand westward-- How that presence will help serve PRMI and the Sless Group’s larger industry goals-- What reverse mortgage professionals should keep in mind when changing companies-- How to leverage personal branding when changing companies-- And more!

    • 31 min
    Jonathan Scarpati, VP Wholesale Lending at Finance of America Reverse

    Jonathan Scarpati, VP Wholesale Lending at Finance of America Reverse

    To dive deeper into the very active reverse mortgage wholesale channel, The RMD Podcast is thrilled to welcome Finance of America Reverse's VP of Wholesale Lending, Jonathan Scarpati!Like most of the reverse mortgage industry, wholesale lending has had to evolve and change with the new realities brought about by the COVID-19 pandemic, but those changes have also brought about new opportunities. Jonathan describes what this new environment is like in a vibrant discussion of the state of the wholesale business channel.Listen to this episode of The RMD Podcast to learn:What makes the wholesale channel unique in the reverse mortgage industryWhat many of FAR's most successful wholesale clients are doing to remain successfulHow originators can learn from successful wholesale clientsWhat has had to change about the wholesale channel due to the pandemicAnd more!

    • 24 min

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