Big Picture Retirement

In this episode, we tackle a diverse range of listener questions from reverse mortgages, annuities, Roth conversions, healthcare before the Medicare age, and a lot more.  Tune in as we discuss: Al's Question: Recommendations for reverse mortgages and the conditions under which they can be beneficial. Paul's Inquiry: Using deferred annuities, specifically laddering Fixed Income Annuities with no fees, as alternatives to bonds to generate "safe" money in retirement. Pete's Scenario: The implications of converting a large amount to a Roth IRA and using it to cover all retirement needs. Sid's Concern: Strategies for obtaining affordable healthcare before Medicare eligibility for himself and his younger wife. Susan's Request: Fun and humanitarian investment options for extra funds in retirement. Mark's Situation: Possibilities for reasonable healthcare coverage if retiring at 62, with a focus on income-based options. Hayle's Curiosity: A personal question about our host's marital status.   If you’r