44 Sue Haviland- Education on Reverse Mortgages

Listen to this episode

In this episode, KT and Sue Haviland discuss:

  • What is a Reverse mortgage
  • If you have a reverse mortgage, what happens when you die?
  • Understand that the interest is going to accumulate on the mortgage

 

Key Takeaways:

  • Don’t just make a reverse mortgage plan B
  • Educate yourselves on your options for your house
  • Real estate prices constantly change
  • Include everyone in the discussion when considering a reverse mortgage

“There’s a difference between wanting to work, and having to work.” — Sue Haviland

 

Connect with Sue Haviland:

Twitter:  @liveitdontlimit

Email:  shaviland@earthlink.net

LinkedIn: ttps://www.linkedin.com/in/suehaviland/

 

Click here to reach KT 

See KT’s interview on C-Suite Network’s Best Seller TV

Connect with KT Thomas: https://ktsmoneymatters.com/

Purchase KT’s book- The Hardworking Woman’s Guide to Money 

 

Show Notes by Podcastologist: Jessie Taylor

 

Audio production by Turnkey Podcast Productions. You’re the expert. Your podcast will prove it.

About the author, Kathleen

Kathleen Thomas, who often goes by KT, has over 25 years of experience in the financial services industry and understands the need for women to take control of their financial lives.

A Certified Investment Management Analyst, Chartered Life Underwriter, and Certified Financial Planner™ practitioner, Thomas earned her degrees in Finance and Political Science from Salem College.

Prior to founding NewDay Solutions, an independent Registered Advisor Firm, Thomas spent 20 years as a private wealth advisor for Ameriprise Financial Services. Many of her earliest clients continue to work with her.

Thomas is an avid long-distance runner and triathlon participant. She has completed the Boston Marathon seven times and the Ironman Distance Triathlon three times. She has volunteered as coach and mentor for Girls on the Run New Hampshire and Team in Training.

Raised in Newton, Massachusetts, Thomas now lives in Seabrook, New Hampshire, with her husband, John. They have one daughter.

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