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Saving With Steve

Sep 25, 2021

In this episode of Saving With Steve, host Steve Sexton is joined by Steve Sless, President of The Steven J. Sless Group of Primary Residential Mortgage who is regarded as the "Go-To Housing Wealth Expert," and Financial Retirement Planner, author, mentor, speaker, and musician, Denny Artache. They discuss:


- The pros and cons of reverse mortgage loans

- Strategic use of housing wealth in retirement planning

- Stretching retirement savings/increasing cash flow

- Leveraging housing wealth during economic uncertainty

- How a reverse mortgage can fund a more comfortable retirement

- The latest tax breakdowns as the federal government determines how to pay for their 3.5 trillion dollar spending plan

- What mistakes people can avoid making while awaiting the tax fallout

- How trying to sidestep taxes could potentially lead to even greater losses in investment returns

- What experts are advising their clients to do during these times of financial turmoil


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