Podcast 29 – Reverse Mortgages – With Steve Kalscheur

Now that retirement timelines are longer than ever, how can you plan for, and fund, your retirement — no matter how long it might last?

One option that could be the right fit for you is a reverse mortgage.

Today, Jeremy Keil joins Steve Kalscheur, a reverse mortgage specialist with the American Advisors Group. They discuss reverse mortgages as a retirement planning strategy, how they differ from regular mortgages, and the various upsides they offer.

In this episode, you’ll learn:

• Key things to consider before getting a reverse mortgage
• Ways reverse mortgages can provide tax-free money and help eliminate your mortgage
• Why the line of credit offered by reverse mortgages is such a powerful retirement tool
• Tips and tricks for hedging against market downturns with reverse mortgages
• And more!

Join Jeremy and Steve now to gain a better understanding of how reverse mortgages can work for you and your ideal retirement!

Resources: Keil Financial Partners | 3 Keys You Should Know Before Choosing a Financial Advisor  | 6 Questions Retirees Aren’t Asking But Should Be

Continue reading Podcast 29 – Reverse Mortgages – With Steve Kalscheur →

===

Disclosures

Videos/Podcasts/Blogs (media) published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These media reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those media were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.

All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.

This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.

The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past Performance is no guarantee of future results.

Legal & Tax Disclosure

Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations.

Advisor Disclosures

Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC.

Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A.

The content of this media should not be reproduced or redistributed without the firm’s written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only.

For important disclosures visit: https://keilfp.com/disclosures/

===