Tag: Reverse Mortgage

Turning High Interest Rates Into a Retirement Advantage with Dave Whitworth

Turning High Interest Rates Into a Retirement Advantage with Dave Whitworth

Rising interest rates feel like bad news, but what if rising interest rates could actually work in your favor during retirement?

In this episode, Ryan Thacker and Tyson Thacker sit down with long-time advisor and friend, Dave Whitworth, to unpack strategies for thriving in today’s high-interest-rate environment. From increasing guaranteed income to leveraging overlooked financial tools, they reveal how to create confidence and stability in your retirement plan.

Dave discusses:

  • How to turn high interest rates into higher lifetime income
  • Why Social Security is the foundation of every retirement income plan
  • The role annuities can play as a “private pension”
  • When a reverse mortgage could be a smart addition to your income strategy
  • How the B.O.S.S. Retirement Blueprint creates a customized, holistic plan
  • And more

Resources:

Get your FREE B.O.S.S. Retirement Blueprint:

3 Ways to Respond:

  • Text BLUEPRINT to (435) 500-0665
  • Call: (800) 769-7550
  • or Click Here

Connect with Tyson Thacker: 

Connect with Ryan Thacker: 

Connect with Dave Whitworth:

About Dave Whitworth:

Dave Whitworth is an Investment Advisor Representative with B.O.S.S. Retirement Solutions and Advisors, where he forms relationships with clients as he helps identify areas where his services may be able to enhance retirement income planning. He enjoys the relationships that are created as trust is built, and he strives to provide exceptional customer service and ensure every financial goal is considered.

Dave has degrees in business management and zoology from Brigham Young University. He is an Investment Advisor Representative and a licensed insurance agent.

Dave is an outdoor and recreation enthusiast, originally from Wisconsin. He enjoys playing basketball, golf, volleyball, and cycling. With his wife, he stays busy supporting the activities and needs of their five children, and he enjoys attending their sporting and dance events.

The Truth About Reverse Mortgages with Chad Peck (Ep. 7)

The Truth About Reverse Mortgages with Chad Peck (Ep. 7)

Did you know that nearly 70% of retirees’ net worth is tied up in their home equity? Yet many never consider leveraging it to secure a worry-free retirement.

This week on Retirement Solutions The Podcast, Tyson Thacker and Ryan Thacker are joined by Chad Peck, owner of Reverse Freedom Mortgage, who brings over 20 years of experience in the mortgage industry, specializing in reverse mortgages for the past 15 years. Chad talks through the realities and misconceptions surrounding reverse mortgages, from eligibility and the benefits they can offer, to the potential pitfalls and common fears people have. Listen in to gain an in-depth understanding of how reverse mortgages work and whether they might be a viable option for your retirement strategy!

Topics discussed: 

  • The misconceptions and realities of reverse mortgages.
  • The process of securing a reverse mortgage and how it can impact your financial planning.
  • How reverse mortgages can be used to purchase a new home, allowing retirees to downsize or find a more suitable living situation.
  • Real-life examples of how a reverse mortgage can alleviate financial stress in retirement.
  • And more!

Resources:

Get your FREE B.O.S.S. Retirement Blueprint:

3 Ways to Respond:

  • Text BLUEPRINT to (435) 500-0665
  • Call: (800) 769-7550
  • or Click Here

Connect with Tyson Thacker: 

Connect with Ryan Thacker: 

Connect with Chad Peck: 

About Guest

Chad Peck is the owner of Reverse Freedom Mortgage, has been in the mortgage business since 2003, and has been focused primarily on reverse mortgages for the past 15 years. Chad has a passion for working with clients 62 and older to provide them with a more comfortable and secure retirement.

Chad enjoys getting to know his clients. Whether you need 40 minutes or 4 hours, he will spend the time to make sure all your questions are answered.

He has worked with hundreds of clients over the years and provides educational seminars to help people understand the benefits of a reverse mortgage.