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Videos & conversations

Learn through conversations, explanations, and real questions.

A home for educational videos on home financing, reverse mortgages, and divorce mortgage planning.

Reverse mortgage conversations

For homeowners, families, and financial advisors interested in where housing wealth fits in retirement planning.

Featured series · Background reading

Rethinking Retirement Finance

HECM World’s series hosted by Shain Urwin of C2 Financial introduces Dr. Wade Pfau’s research and perspective on housing wealth in retirement. The publisher announced Pfau as the guest for the first four episodes.

Read the publisher’s series introduction

This link opens an article about the series. Watch Episodes 1 and 2 below, in series order.

Video library

Divorce education

Professional resources & future conversations

Explore collaborative divorce, financial professionals, and workshops. Interviews will be added as they are published.

Divorce resources
Educational material is not individualized financial, investment, legal, or tax advice. Discuss any strategy with your appropriate professional team.

A good mortgage plan starts with a conversation.

Tell me where you are today—and what you’re planning next.