Retiremeet Q&A

This episode features a panel of experts from Retiremeet North, Harlan Accola from Fairway Mortgage, Rick Gregorek from Gregorek and Associates, Paul Merriman formerly of Merriman, Don McDonald, and Tom Cock.

  • The most difficult decisions we see people make as they get close to retirement.
  • Understanding the mental shift required to spend home equity.
  • Overcoming the fear of action and breaking free of planning paralysis.
  • How to end your reverse mortgage prior to selling your house.
  • The most common information a client omits/forgets to tell an advisor.
  • Learning to foresee potential problems that can arise when writing your will.
  • The best way to set up power of attorney with multiple agents. 
  • What you should be looking for when choosing a new financial advisor. 
  • Truly understanding the definition of a fiduciary relationship.
  • Utilizing real estate as part of your long-term strategy to build passive income. 
  • The difference between a reverse mortgage as a home equity and a regular home equity.
  • Incorporating Publicly traded Real Estate Investment Trust (REITs) in your portfolio.
  • Understanding sector funds and why it is an over-weighted, gamble of an investment.
  • The pros and cons of market cap-weighted index funds versus ones that are not.
  • Why artificially impoverishing yourself to get on Medicaid is a matter of ethics.
  • The best two-minute advice from our panelists to get prepared and ready for retirement.