More than Money

October 5, 2024 – 6 Reverse Mortgage Misconceptions Debunked – 7 Things the Upper Middle Class Can’t Afford Anymore – Talk about Taxes & Interest Rates

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Sinopsis

Reverse mortgage specialist Tiffany Shutta joins your host Alyssa Young to debunk six common misconceptions about reverse mortgages. Learn the realities about how this government loan works in the last segment of the Oct. 5 broadcast. Earlier in the show, Alyssa covers myriad topics and answers several listeners’ questions via phone and email: We’re grateful our clients were safe from Hurricane Helene! Seven things the upper middle class can’t afford anymore, according to a Yahoo! Finance article End-of-year tax tips it’s not too late to use: Did you take your RMD? Should you use it to fund a Roth conversion? Would QCDs now lower your tax liability later? Do you need to make estimated payments? Investment ideas when interest rates fall Is a trust still necessary under today’s estate tax laws? What’s the best way to be on Mom’s bank accounts? Ladies, don’t forget to sign up for Invest in You: Art, Bark & Meow on Oct. 29! You can get answers to your own questions and enjoy one-o