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Education library

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Videos, podcasts, and articles on reverse mortgages, retirement income strategy, and how home equity fits a modern financial plan.

Interactive · Educational

See how home equity works at 62+

Slide between two scenarios. Watch the house fill in as age, value, and your starting point change.

70$$$
The copper band is cash you can access. Sage stays protected as your equity.
Reserved equity (yours)
Available funds
Existing lien (paid off)
70yrs
$500,000
$0
Principal limit
$240,000
Net funds to you
$240,000
Lien paid off
$0
Reserved equity
$260,000
Illustrative only. Actual figures depend on current rates, the age of the youngest borrower, property type, and HUD program rules. Capped at the $1,209,750 HECM lending limit.
Talk through your numbers with Cece
Videos

Watch & learn

Short, clear video explainers — embed your own YouTube videos here.

6:14
YouTube

Reverse Mortgage Basics in 6 Minutes

9:32
YouTube

How Home Equity Fits a Retirement Plan

12:08
YouTube

What Advisors Need to Know in 2026

Podcasts

Listen on the go

Cece's conversations with planners, retirees, and industry voices.

Ep 14 · 32 min

Sequence-of-returns risk & home equity

Listen →
Ep 13 · 28 min

Aging in place: financial framework

Listen →
Ep 12 · 41 min

Realtors & reverse mortgages

Listen →
Blog

Read the latest

Articles for clients, planners, and realtors.

Why age matters in home equity decisions

6 min read

The cash flow gap most retirees miss

8 min read

How to talk to your parents about home equity

5 min read