The Senior Show – Retirement Income, Home Equity & Tax-Smart Cash Flow – S1E20

Let’s get into it—this is The Senior Show!

In this episode of The Senior Show, Neil Himmelstein and Tim Kennedy discuss how retirement planning must continue as life, income needs, taxes, and family situations change. They focus on the importance of liquidity, control, and cash flow in retirement, especially when much of a homeowner’s net worth is tied up in illiquid home equity. Neil and Tim explain how reverse mortgages, life insurance, annuities, Roth accounts, retirement assets, and home equity can all work together as part of a coordinated plan. The conversation also highlights tax-smart retirement income strategies, the risk of outliving money, the need to revisit old policies and plans, and why working with multiple professionals — financial, legal, tax, insurance, and mortgage — can help seniors make better decisions before problems arise.

Join us every Friday at 5 PM EST on 103.9 L.I. News Radio to catch "The Senior Show," hosted by Neil Himmelstein and Tim Kennedy.

Catch episodes on YouTube, Spotify & Apple Podcasts.

For questions or planning help:

Neil Himmelstein - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.mainstreetplanninggroup.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠

Tim Kennedy - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.timtalksreverse.com/