Tag Archives: Real Estate

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Reverse Mortgages 101 with Will Yoho (Ep. 14)

Education, Finance, Financial Advisor, Financial Planning, Investing, Retirement, Uncategorized, , , , , , , ,

As your circumstances change, so will your cost of living, and for homeowners age 62 or older, a reverse mortgage may be the tool you need to help you access a greater cash flow.

In this episode, we are joined by Will Yoho, Sr. Loan Officer at University Bank and reverse mortgage expert. Will shares with listeners why a reverse mortgage might be an excellent tool, especially after losing a spouse, and how it can help your money outlive you.

Todd and Will discuss:

  • What a reverse mortgage is
  • The basic requirements to qualify for it
  • How to find out if a reverse mortgage is a good financial option for you
  • How a reverse mortgage is different from home equity or a line of credit
  • Why the stigma around having a reverse mortgage is not always accurate
  • And more!

Resources:

Connect with Will Yoho:

Connect with Todd Bessey: 

About Will: 

William Yoho has been assisting homeowners for nearly two decades. As a residential loan officer lending across the country, he has helped with purchases, refinances, and reverse mortgages for single-family homes, condos, and townhomes. He has experience working with clients in every transition of life, from first-time homebuyers to downsizing retirees.

Since 2007, Will has specialized in reverse mortgages. A lending program designed to help seniors access the equity in their homes for everyday expenses such as property taxes, medical bills, home repairs, and even caregiving. His professional and compassionate approach enables seniors and their families to find solutions and help for often complex financial and social situations. Seemingly difficult issues such as incompetency, guardianship, trusts, POA, title issues, and end-of-life planning are part of his normal workday.

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Should I Stay or Should I Move? (Ep.12)

Education, Finance, Financial Advisor, Financial Planning, Investing, Retirement, Uncategorized, , , , , , , , ,

Often one of the big decisions facing a widowed person is whether to move or stay in their current home. 

Working with a financial planner and an experienced real estate advisor is the logical next step.

In this episode, Dawn Bremer of Keller Williams Success Realty shares her expertise in helping widowed clients assess the value of their home, what to consider in this market, and the process she uses to guide clients through the next steps. 

Dawn discusses:

  • The educational process she takes her widowed clients through
  • How she assesses clients needs and considers their financial situation
  • The evaluation process for purchasing a home as a widow and what it entails 
  • The factors to consider when deciding between buying, selling, or renting 
  • And so much more

Resources: 

Connect with Dawn Bremer:

 Connect with Todd Bessey:

 About our Guest: 

Dawn Bremer leads the team at Keller Williams Success Realty as a real estate broker. She has over 20 years of experience in guiding her clients through the home buying and selling process. Along with her dedication to serving client needs, she has also been very active in the community. She has volunteered with many nonprofits, including the United Way and Food for Thought. She also serves as President of Kids In Need. Dawn holds leadership positions such as President of her local school board and Commissioner of planning and zoning in the city of McHenry, Illinois.



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