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Saving With Steve

Feb 12, 2022

In this episode of Saving With Steve, host Steve Sexton is joined by attorney and CPA, Brent Kaspar, who is Founder and Managing Partner of the Northern California family law firm, Kaspar & Lugay, LLP, and Steve Sless, President of The Steven J. Sless Group of Primary Residential Mortgage who is regarded as the "Go-To Housing Wealth Expert." They discuss:


- What an individual needs to do to prepare themselves for getting a divorce

- How to minimize attorney fees during a divorce

- What needs to be changed the first tax season after a divorce

- How to prevent a divorce from impacting your family business

- How to prevent an employee's divorce from impacting your business

- What the tax implications are if you have to give your spouse half of your IRA

- Whether or not you have to move out of your house when filing for and waiting for a divorce to finalize

- How to keep property separate if you choose to get remarried

- 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


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