Michael Kitces Talks Home Equity
Includes a Live Web Event on 01/23/2025 at 1:00 PM (MST)
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Join Stephen Resch and guest Michael Kitces as they discuss the often-over-looked use of home equity in a retirement plan. With seniors today controlling over $14 Trillion in equity, and needing to plan for a 20 year or longer retirement, the inclusion of home equity in the planning process could enhance retirement outcomes.
Join us as we discuss:
- What are the different options for using home equity, and when does it make sense to consider them?
- Can home equity address planning shortfalls such as inadequate long-term care protection, or excessive asset distribution rates?
- Can home equity bring cash flow and income tax efficiencies to a retirement plan?
- Other legacy and generational wealth transfer opportunities.
- What are the different options for using home equity, and when does it make sense to consider them?
- Can home equity address planning shortfalls such as inadequate long-term care protection, or excessive asset distribution rates?
- Can home equity bring cash flow and income tax efficiencies to a retirement plan?
- Other legacy and generational wealth transfer opportunities.
Michael Kitces
Head of Planning
Buckingham Wealth Management
Michael Kitces isChief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful.
In addition, he is the Head of Planning Strategy at Buckingham Wealth Partners, the co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View.
Michael was recognized with FPA’s “Heart of Financial Planning” awards for advancing the profession.
Stephen J. Resch
VP Retirement Strategies
Finance of America
As Vice President of Retirement Strategies at Finance of America, Steve leads the education and training programs for financial professionals about the strategic use of home equity within a comprehensive financial plan.
Steve’s career in financial services spans over 37 years, where he’s served as an investment analyst, educator, and an independent wealth advisor since 1994. His practice often incorporates home equity strategies to help safeguard and enhance retirement and legacy objectives for his clients.
Steve is recognized as a subject expert source and interviewed by media outlets including the TheStreet, MarketWatch, and many others. He is a frequent speaker at both national and regional professional conferences.
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