Why Retirement Planning Requires a Team — Not Just a Strategy
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Why Retirement Planning Requires a Team — Not Just a Strategy
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In this episode of The Reverse With Mike Podcast, host Mike Baltazar, Reverse Mortgage Specialist and Manager of the MBX Advisors Network, unpacks why today’s retirees need more than just a financial plan—they need a team of experts working in sync.
Retirement has changed. Rising costs, longer lifespans, and more complex financial landscapes make it harder to go it alone. And when decisions around home equity, Social Security, investments, and real estate are made in isolation, opportunities are often missed—and stress increases.
That’s why the MBX Advisors Network was created. This episode explores how real collaboration between financial advisors, real estate professionals, estate planning attorneys, and mortgage experts helps clients make smarter decisions—especially when it comes to reverse mortgages and retirement income strategy.
You’ll learn:
Why siloed advice often leads to financial strain
How reverse mortgages like HECM and HECM for Purchase can fit into a coordinated plan
What most professionals miss when home equity is left out of the conversation
How to get support from a national network of aligned, trusted advisors
Whether you're a homeowner seeking financial flexibility, or a professional looking to serve clients better, this episode is your roadmap to building a team-based retirement strategy that actually works.
💡 Learn more at ReverseWithMike.com
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