Tap Into Your Home’s Potential With HELOC, Reverse Mortgages and All-In-One’s

Welcome back to another episode of Fireside Financial. In this episode, Joe Curry and Regan Schiller are discussing HELOC versus reverse mortgages versus an all-in-one and how to know which option is best for you. 

 

The hosts examine this frequently asked question by exploring the advantages of each one and what flexibility they can offer you in retirement. Especially when it comes to future expenses, medical care, or home renovations to accommodate for accessibility. When it comes to debt, the home can be your biggest investment of wealth to tap into. 

 

This episode dives into how your home can be a significant asset and how to plan for any unforeseen costs.

 

Get in touch with Regan and Joe:

 

Regan Schiller: https://www.linkedin.com/in/schillerandassociates/

 

Joe Curry: https://www.linkedin.com/in/joseph-curry-b-sc-cfp-chs-42659247/

 

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: 

 

https://value.schillerandassociates.com/retirement

 

Prefer to watch videos to get great information? Check out our YouTube Page.

 

Resources in Today’s Episode:

 

Joe Curry -  https://www.linkedin.com/in/joseph-curry-b-sc-cfp-chs-42659247/ 

 

Regan Schiller - https://www.linkedin.com/in/schillerandassociates/ 

 

Retirement Planning Simplified – https://www.retirementplanningsimplified.ca/ 

 

Retirement Planning Simplified – https://www.youtube.com/channel/UCOnQcuvhpGpJpLjt3w2H6MA

 

Retirement Navigator – A holistic tool from RPS to help you plan your retirement

 

Are You Nearing Retirement? – https://schillerandassociates.com/ 

 

CPP - https://www.canada.ca/en/services/benefits/publicpensions/cpp.html 

 

OAS - https://www.canada.ca/en/services/benefits/publicpensions/cpp/old-age-security.html 

 

Views of guest speakers may not be shared by IG Wealth Management.

 

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated.

 

LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government’s website. Additional information on the Canada Pension Plan and Old Age Security can be found at:

www.canada.ca/en/services/benefits/publicpensions.html.