Reimagining Retirement
By Reimagining Retirement
There's 40, 50, 60 Years of Memories in Those Walls! - with guest Bobbie Jo Kinsey
Our guest, Bobbie Jo Kinsey, is the founder of Trusted Transitions of CO and they are dedicated to helping Colorado residents and their families transition to new living arrangements as effortless as possible. Specializing in helping seniors downsize and organize as they move from their current home into an independent living facility or senior living home.
Bobbie Jo started her interior design and organization career with a degree in design from Art Institute of Las Vegas. After experiencing senior relocation services on a personal level with family members, she wanted to help others in the same situation - and she launched Trusted Transitions of CO in 2020.
To schedule a free consultation, you can reach her at 702-277-6807, by email at bobbiejo@trustedtransitionsofco.com, or find more information at trustedtransitionsofco.com!
We Make Plans, and Then Life Happens! with guest Maggie Miller
We are honored to have our friend, Maggie Miller, on today's episode! Maggie is a coach, evaluator, facilitator, and educator with over 25 years of experience in nonprofit agencies and educational institutions. She earned her bachelor’s degree from the University of California at San Diego and her master’s degree from Colorado State University. After contributing her skills to educational institutions and nonprofit agencies as an employee for approximately 20 years, Maggie began consulting in private practice in 2005.
Since then, she has work with numerous organizations and individuals to helps them clarify their ideas, bring out the best in themselves, others, and their organizations, and align their actions with their goals.
Today we learn more about Maggie's work coaching adult children of aging parents. She has been doing executive coaching for years, and has seen the kinds of things that you are dealing with. She can help you take your jumbled ideas and make them actionable. She can stand beside you and support you. She can share resources and ideas, but even more, she can help you see what resources and ideas you already have, and how you can put them to work.
You can reach her at 303-886-5116, or email her at maggie@maggiemiller.org or through her contact page on her website. You may also book a free 30 minute consultation with her on her website through Calendly!
A Save-Our-Bacon Kinda Thing! with guests Don & Mary Babcock
Longtime friends and clients, Don & Mary, join us today to talk about how a Reverse Mortgage ended up being a well-timed saving grace in unprecedented times, and how it helped them turn their dream into a reality with a little bit of team effort! Don muses, "We never dreamed that somethin' that started out as an investment strategy would be a save-our-bacon kinda thing!"
We Walk Them Through It, But We Wait! with guest Ginni Field
Over her career, Ginni has served as EVP Leadership Development for an International Real Estate Franchise Sales Company, and branch manager for multiple real estate franchises in two states.
Ginni continues to teach National Association of REALTORS® designation and certification programs for real estate associations throughout the United States. She also works with small real estate companies in consulting relationships and with real estate professionals in one-on-one coaching.
She began her real estate career in the mid-80s in Connecticut as a sales associate and was recruited to manage for a multi-office real estate firm in January of 1989 remaining in branch management for major real estate companies until 2009.
Ginni has been a real estate and life coach as well as mentor since 1990. She feels her greatest asset is her ability to connect to her clients and help them discover their greatest potential. She is passionate about helping people achieve their goals.
You can reach her at ginni@ginnifield.com.
Still Here, Still Doing that! With guest Amanda Varga
When choosing a Guide for your Caregiving Journey, it is important to find someone who not only has professional skills and knowledge, but who also has personal experience - someone who has been where you are going.
Amanda Varga of CareTreks' caregiving experience started at age 11 when she was the neighborhood babysitter. Her first work with the elderly was in middle school, as a volunteer Candystriper at a local nursing home - yes, the red and white striped uniform and the cap!
While earning her Bachelor of Social Work degree, Amanda provided specialized respite services for children with special needs. Immediately after graduation, she worked in brain injury supported living, quickly moving from direct care to management. After some years in the corporate world (primarily in HR and Executive Team roles) and having three amazing children, she found herself back in the professional Caregiving realm as both an overnight-awake hospice sitter and Director of Client Care for a home care agency.
Caregiving became far more personal when she and her husband moved his parents in with them in July, 2014. Both required 24/7 care and supervision with hands-on assistance. Amanda's personal Caregiving Journey had begun...and the following month her three kids started 4th, 5th and 12th grades. Life was complicated, to say the least.
If you're seeking a Guide who can help you with the knowledge you need to be a more effective Caregiver and who also understands the complicated and ever-changing emotional roller coaster you are on, give CareTreks a call! 720-512-7441
You can also find here at https://www.instagram.com/caretreks/ and www.linkedin.com/in/amandavargabsw.
Hey! That's free stuff! with guest Dan Hultquist
Joining us today is Dan Hultquist, the National Reverse Sales Training Specialist at the Reverse Lending Division of Fairway Independent Mortgage Corp. He has spoken nationally on the topic of Reverse Mortgages, and his training sessions have exceeded 25,000 in attendance over the last decade. He is a Certified Reverse Mortgage Professional (CRMP), and is an active member of the National Reverse Mortgage Lenders Association (NRMLA). He also teaches continuing education courses that serve as annual requirements for NMLS and CRMP. Dan is a Penn State graduate and obtained an MBA from Kennesaw State University. He lives outside Atlanta with his wife and 3 children.
Dan's book, Understanding Reverse, was created for a broad audience. Whether you are an older homeowner, mortgage professional, financial planner, counselor, or real estate professional, you should find this material helpful in understanding reverse mortgages. You can pick up your copy at https://understandingreverse.com/ and you can reach him at dan.hultquist (at) fairwaymc.com.
Helping Seniors Help Themselves! with guest Peggy Sage
Peggy Sage has had a widely versatile career in the real estate industry since the late 70’s as a Realtor and as a lender. Her accomplishments range from being a Realtor Board President in 1984 to a lender licensed in 12 states including her position as a national trainer for the reverse mortgage. Her goal has been to bring knowledge of the reverse mortgage to financial planners, Realtors, lenders and consumers. This brought her to Fairway Independent Mortgage Corporation to continue to expand that goal. As an owner of multiple real estate and lending companies, she has chosen to follow her passion – to educate and assist seniors in converting their equity to a usable retirement resource. Peggy’s philosophy is “Helping Seniors Help Themselves” and, through Fairway Independent Mortgage Corporation she is doing just that! You can find Peggy online at peggylovesreverses.com or at 970-691-4648.
You're Not Gonna Hurt My Feelings! with Guest George Vrban
George Vrban became licensed in the insurance industry in 1992 and in the mortgage industry in 2003. With over 20 years of combined experience, George is confident that he has the ability to help customers make educated and informed decisions regarding their financial future. He helped his first Reverse Mortgage (aka Home Equity Conversion Mortgage) client in 2006. Working with one of the top reverse mortgage lenders in the country these past 14 years has given him the opportunity to work with and help active adults over 62 from all over the country achieve financial freedom. He has also led a team of licensed reverse mortgage advisors who have been tops in the industry in production.
George's focus is on working with Financial Planners on creating strategies to enhance and increase their client's probability or longevity of their portfolio. You can track him down at www.localreverseguy.com!
You're Done Making Mortgage Payments, Like, FOREVER! the one with Alicia Joy
Our friend and client, Alicia Joy, joins us to talk about what a Reverse Mortgage has gifted her since the passing of her dear husband. She gives a first hand account of how she is living her best life in his memory. Alicia is an energy healer, massage therapist, and Lightworker here in Arvada, CO, and you can reach her to find out more about her incredible healing services at https://highermindhealing.net/, schedulicity.com, or at (720)425-5177.
Everybody Wants to go to Heaven, but Nobody Wants to Die! with guest Harlan Accola
Harlan Accola has been in the mortgage industry for over 20 years, and is the Reverse Mortgage Director at Fairway Mortgage. Harlan often asks his clients and professional partners, "If what you thought you knew about mortgages and financial planning was wrong, when would you want us to tell you?" The goal of Harlan and Fairway is to change the way retirement is done for baby boomers in this country, and help reframe what the future of retirement looks like. There is a perfect storm and a retirement crisis that can be avoided if we properly manage trillions of dollars in home equity. Harlan's book, Home Equity and Reverse Mortgages: The Cinderella of the Baby Boomer Retirement, can be found on Amazon.
Downsize, Rightsize, Upsize! With our guest Rob Kanyur
Reverse Rob takes a break from his radio spot to join us with some real life case studies. From teaching current Reverse Mortgage clients about what their loan can do, to helping his own family with a HECM, Rob introduces us to some of his happy clients. You can find him at ReverseRob.com for all your reverse needs in the Arizona market!
Listening on the Dang Elevator! With our guest Steve Scanlon!
Today we speak with author, Steve Scanlon, founder of ReWire, Inc. on the work he does with mindset coach and his obsession with neuroplasticity. Steve works everyday helping people learn to think differently, and is curious about why we change, and maybe more importantly, why we DON'T. You can find Steve at rewireinc.com or if you wanna talk about neuroscience or mindset coaching, you can reach him directly at steve@rewireinc.com. His books, Reality and Hope, and Still the Lizard, can be purchased from Amazon.
The part of the story where Tom joins Team Fairway! With guest Tom Evans
Today we talk with Fairway's (relatively) new VP of Marketing for the Reverse Mortgage Division! Tom is on his own personal quest to help the team continue to flip the script on what the retirement path could look like for everyone. He also highlighted one of our favorite themes - giving a shoutout to his brilliant wife who told him, "You don't need to convince anyone, you just need to keep believing." A plot line that's true in Reimagining Retirement as well as life as a whole! Thanks, Mrs. Evans!
Helping Human Friends and Furry Friends, too! With guest LaDawn Sperling
LaDawn Sperling is a seasoned Realtor who is embracing the power of Reverse Mortgages for her clients - when they make sense for them, anyway! She volunteers for the JeffCo Action Center in Colorado and has organized a food drive for the Action Center even longer than she's been in Real Estate! She also sits on the board of its partner organization, Spay Today, helping families with pet adoption fees. Find more about these great organizations here: theactioncenter.org and spay.today. You can contact LaDawn at 303-710-5817 or email her at LaDawn.Sperling@coloradohomes.com.
So Long, and Thanks for the Hat! With guest Shauna daSilva
Today we interview Shauna daSilva, Title Closing Agent with First Integrity Title. Shauna is a closing expert when it comes to really helping our clients feel confident and comfortable when they are signing on the Reverse Mortgage closing, sometimes by way of answering their questions patiently, and sometimes by complimenting their stylish outfits. She is a closer for every type!
On House Hacking and Being Prepared for when Life Punches you in the Face! With guest Peter Rueth
Today we interview fellow Fairway Independent Mortgage Corporation Reverse Expert (and admittedly dear friend), Peter Rueth. He tells us about how wealth management is a family game, and how you can never be *too* prepared.