#199 Reverse Mortgages, Capital Gains, Financial Planners

Retirement expert Mark Miller join the program to explain Social Security basics (which are always confusing!) and to provide an update about what the Affordable Care Act does for retirees who are pre-Medicare age.

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Mark is the editor and publisher of RetirementRevised.com, but as if that were not enough, he is also a journalist and author who writes for Reuters, Morningstar and anywhere else that a retirement guru is needed — that means a lot of places!

We also fielded questions on reverse mortgages, saving money to buy a house and what to do if you think that your advisor has a conflict.

Thanks to everyone who participated and to Mark, the BEST producer in the world. Check out Mark's first-producing credit for this CBS Evening News segment that aired recently. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE