Don Graves and Wade Pfau: How Home Equity Affects Retirement Planning

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 25 June 2024

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

Reverse mortgages have gotten a bad rap. Do they merit another look?

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York. Purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.7	Hi, and welcome to the Longview. I'm Amy Arnaut, portfolio strategist for Morningstar.
0:38.6	And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:43.2	Today we have two guests on the podcast, Don Graves and Wade Fow. Don Graves is the president
0:49.7	and founder of the Housing Wealth Institute and an instructor of retirement income at the American
0:55.4	College of Financial Services. He's considered one of the nation's leading educators on incorporating
1:01.7	housing wealth into retirement income planning. He's also the author of three books, Housing
1:07.7	Wealth and Advisors Guide to Reverse Mortgages, Housing Wealth Conversations, and
1:13.0	the retirees guide to housing wealth. He graduated from the Fox School of Business at Temple
1:18.5	University. Wade Fow is Professor of Retirement Income in the Financial and Retirement Planning
1:25.1	Program at the American College of Financial Services.
1:28.6	He's also co-director of the American College Center for Retirement Income
1:33.3	and Retirement Income Certified Professional Program Director at the American College.
1:40.1	Fow has written several books, including his most recent retirement planning guidebook.
1:45.2	He is a co-editor of the Journal of Personal Finance, and he publishes frequently in a wide variety of academic and practitioner research journals.
1:55.3	Fow holds a doctorate in economics and a master's degree from Princeton University and Bachelor of Arts and Bachelor
2:02.7	of Science degrees from the University of Iowa. He's also a chartered financial analyst. Don
	...

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