Brett Mulvaney

Brett Mulvaney, a seasoned financial advisor, returns to share his insights on maximizing retirement funds through home equity. The discussion highlights innovative strategies, including leveraging equity via reverse mortgages and the role of home equity as an emergency fund. Brett also clarifies Social Security claiming rules, emphasizing how early filings affect spousal benefits. Listeners will learn about using equity to self-insure against long-term care costs and the importance of strategically managing cash flow during downturns.