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Housing for Retirees: Buy, Sell or Hold? - Michael Falk

1 hr CFP®, CRC®, PACE CE

We know your home is where your heart is, but we also know that’s one very big, illiquid asset (and liability too) with no yield in your portfolio.

Overall Rating:   4.5 / 5

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           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Michael Falk, CFA, CRC®, Consultant and Partner with the Focus Consulting Group – Behavioral Finance & Investment Management Expert Michael Falk, CFA, CRC®, Partner with the Focus Consulting Group - Behavioral Finance & Investment Management Expert        

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About this course:

A home is dear to the hearts of many retirees, but it may also be a large and illiquid asset, and/or liability. Income is paramount, but reaching for yield is perilous. What you should consider doing with the home is much more complex than often discussed. Let’s tear the roof of this topic and start to discuss some key issues brick by brick.


During this session, you will evaluate:

  1. How retiring without a mortgage is very smart, but accelerating the payoff to accomplish such a goal may not be so smart.

  2. How “livable” (really) is your home long-term?

  3. What could be the long-term cost profile (liability) of maintaining your home?

  4. Your options: HELOC, Reverse Mortgage, downsize, or sell.

What customers have said about this product...

Comments from Retirement Professionals who have taken this course:

  • "Was good to know there are other ways to enhance your retirement. the talk of the interest rates globally was helpful in understanding the low rates."

  • "Something I haven't given enough thought to for my clients. I will now."


  • "Excellent. Great advice. Going to make an effort to get rid of my clutter that I haven't looked at for way too many years so my kids don't have to do it. Although my daughter is the opposite of me and would probably just throw it all out. Great webinar! Thank you!

Your presenter for this course is:

Michael Falk, CFA®, CRC®, a partner with the Focus Consulting Group. Formerly, he was the CIO in charge of manager due diligence and asset allocation for a multi-billion dollar advisory. His background includes extensive asset allocation research and portfolio development expertise along with a a multi-faceted understanding of behavioral finance and retirement issues.


Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research


Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.


View a brief YouTube clip of this and other courses:
Michael Falk - Housing for Retirees - Buy Sell or Hold? - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
Michael Falk - Housing for Retirees: Buy, Sell or Hold? - Retirement Insight & Trends article, 1st Qtr 2016

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 60 minute webinar course
SKU: 03IRRCHousingRetireesWebinar16
Knowledge Level: 3 - Intermediate