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Discovering Responsible Wealth

Housing Wealth in Retirement

19 Dec 2025

Description

On this episode, guest speaker Don Graves of the Housing Wealth Institute dive into the world of reverse mortgages and how they can be a valuable financial tool for retirees and homeowners.Don speaks to key considerations, including the impact on inheritance, potential tax implications, and how to make a reverse mortgage part of a broader retirement strategy. We also address common misconceptions and provide practical advice for making informed decisions.7947522.1 Exp 5/27To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube

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