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Episode 55: Reverse Mortgages with Jack Guttentag

This week Lynn interviews Professor of Finance Emeritus at the Wharton School Jack Guttentag all about how to use your housing wealth to create an income stream in retirement via a reverse mortgage. Throughout his very long career, Professor Guttentag has been concerned with the difficulties faced by consumers in financial markets arising from the complexity and inexperience. He tackled these challenges first in connection with home mortgages, then with reverse mortgages and now with retirement planning – the most challenging of all.


Joining Jack is his business partner, Allan Redstone. The duo also discuss with Lynn their new software platform, Retirement Funds Integrator. The software integrates three major components of a retirement plan that have to this point been treated separately: financial assets, annuities, and HECM reverse mortgages.

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