Retiremeet Classes

Talking Real Money - Investing Talk

Don McDonald

Business, Education, Investing, How To

4.2 • 680 Ratings

🗓️ 11 May 2018

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

This episode is the second part of live recording at the Retiremeet North Conference and on today’s roster of speakers we have Harlan Accola from Fairway and Rick Gregorek from Gregorek and Associates. Harlan is an expert author and advisor on reverse mortgages. He explains how to use these products and clear up all confusion about reverse mortgages. Rick covers the topics of estate planning, putting together a team of advisors, the different retirement plans you can choose from and he even quickly looks at Medicaid.Introducing our first guest in today’s episode, Harlan Accola.Common misconceptions about reverse mortgages.Some information Harlan’s book on home equity and reverse mortgages.When to stop putting your money into equity and why.Why reverse mortgages are a part of a diversification strategy.The worthlessness of equity when you go into retirement.Why Harlan’s family distrusted his ideas on reverse mortgages. Introducing our second guest for today’s episode, attorney, Rick Gregorek. Rick’s professional background and the concepts he will covering today.Integrated estate planning and the importance of compiling a team of advisors.Comparing will based and trust based plans.How Rick and his colleagues came up with their wealth plan system. Business tools for estate planning and what you can use to your advantage.The subtle difficulties of dealing with Medicaid and health tools. Harlan Accola on Linkedin — https://www.linkedin.com/in/harlan-j-accola-crmp-b6544819Home Equity and Reverse Mortgages — https://www.amazon.com/Home-Equity-Reverse-Mortgages-Cinderella/dp/0692044965Fairway — http://fairwayreverse.com/Rick Gregorek — http://www.rjglegal.com/Page/richard_gregorekGregorek and Associates — http://www.rjglegal.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Rated T for Teen.
0:01.7	Each year, thousands of adults lose their shred.
0:05.1	It's an epidemic simply known as shred loss, but it doesn't have to be this way.
0:09.2	Because rekindling your shred is as easy as playing the new Tony Hawk's Pro Skater 3 and 4.
0:13.7	With new parks, cross-platform multiplayer, and sick new game modes,
0:18.9	we can put an end to shred loss everywhere.
0:21.6	Hit the new Tony Hawk's Pro Skater 3 and 4 and show the world that the shred's not dead.
0:25.6	Pre-order Tony Hawk's Pro Skater 3 and 4 and play the Foundry demo.
0:29.6	Reality Radio for a really great future.
0:38.0	We're talking real money.
0:40.6	Hello everyone.
0:42.3	Welcome to a special edition of Talking Real Money, live from Retiremeat North, our very first
0:48.5	northern retire meet in Everett, Washington.
0:51.2	We've got a full house here today, and we're broadcasting our speakers on the radio show today.
0:57.5	And I'm Don McDonald, and up on the stage with our next guest, Tom Cock.
1:01.4	Thank you, Don.
1:02.4	Great to have everybody out here this afternoon in Everett.
1:05.1	And by the way, we're doing two more of these events in September,
1:07.6	so those will be up on the website here soon.
1:09.1	We'll be in Seattle and in Tacoma.
1:11.7	Many of you have a lot of equity in your homes tied up there, not working for you.
1:17.3	Might be a reason to tap some of that. Maybe you can even delay Social Security to other financial
	...

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