Pete Tentler - The Financial Locksmith®

Reverse Mortgage Presentation at Conservatorship

Presentation at Conservatorship meeting

KCBQ Promo

KCBQ 09_24_22

KCBQ 11_22_22

Demonstrating the opportunities of reverse mortgage applications in retirement planning

Meeting presentation at North County Estate Planning Council meeting July.

Myth5- Reverse Mortgage cannot help Finance home purchase with Melisa Gucci

In this myth I call myth #5 is that people don't believe that you can actually use a reverse mortgage to help finance the purchase of a new home. 
Think of it just like a regular mortgage or using a mortgage as a down payment, but this time it's a reverse mortgage, which means no mortgage payments.
This myth is false. Reverse mortgage allows empty nesters to right size and set a compromise instead of downsizing and compromising their living situation.
 
 

Importance of Assets Protection with Kraig Strom

Today my special guest is a close friend of mine. Kraig Strom. Kraig is a certified financial planner and paralegal at the law firm of Barth Calderon. 
He's been a certified financial planner for over 25 years and he's been a member of the Barth Caldarone team for over 5 years now.