The reverse mortgage earned a stigma during its early years as under-regulated brokers pushed them on the public as a universal solution for lifetime retirement income, but the product does offer some real benefits to individuals under the right circumstances. Donna and Nathan discuss how the reverse mortgage works, who it may be right for, and what features applicants need to understand before considering one. Also on MoneyTalk, how mutual fund manager Ron Baron’s approach to corporate analysis has carried his fund’s performance for decades.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 9/7/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.