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Christian Mills, Reverse Mortgages A Secret Weapon For Financial Planning
Manage episode 339706469 series 2895276
Το περιεχόμενο παρέχεται από το Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Episode 69 - Christian Mills is the Head of Financial Advisor Relations for Reverse Mortgage Funding LLC (RMF). He has spent the last 25 years working in financial services, mainly in the retirement planning arena. Christian began at Fiserv Trust Company, initially working in IRA Custody; he then moved to the qualified plan division, Trustlynx.
Following positions focused on Trust and Custody, TPA, and record-keeping, he worked for the national headquarters of the Financial Planning Association in Corporate Relations. While at FPA, his view of reverse mortgages was dramatically shifted by the academic work of John Salter, Wade Pfau, and Harold Evensky, as published in the Journal of Financial Planning.
Christian graduated from the University of Kentucky and the University of Denver and is a self-professed Behavioral Finance nerd. A constantly evolving “new normal” for Americans in retirement brought Christian to RMF, where he focuses on educating financial professionals and their clients on appropriate strategies for using the new reverse mortgage.
To learn how to choose the correct product, use the proceeds, and model a reverse mortgage through your current financial planning software, please contact Christian Mills at: 720.984.6622 or cmills@reversefunding.com
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