Mallory Gottlieb, Home Equity Retirement Originator NMLS#2759482
Home Equity as Part of a Retirement Income Plan
Retirement cash-flow basics
- Income sources and timing (pension / Social Security / savings)
- Cash-flow vs. net worth, and why timing matters
Why home equity belongs in the conversation
- For many homeowners it’s the largest asset
- What it can (and can’t) do inside a retirement income plan
Two housing paths: Stay or Move
- Stay: improving cash flow and flexibility while aging in place
- Move/Rightsize/Relocate: using equity to support the transition and next chapter
Busting common myths about home equity in retirement
- What people assume vs. what’s actually true
Q&A + my contact information