From Equity to Income: How Boomers Can Make Retirement Work | Boomers, Bucks & Bling Ep. 17
In this episode of Boomers, Bucks, & Bling, Carl sits down with Southern California financial advisor Jon to talk about the biggest challenges Baby Boomers face in retirement. From rising housing costs to new tax rules, this episode is packed with practical strategies to help you protect your retirement income, keep your family close, and make the most of your equity.
What you’ll learn in this episode:
-The latest tax law changes in the new “Big Beautiful Bill” and what they mean for retirement planning
-How the sandwich generation balances caring for aging parents while supporting adult children
-Downsizing surprises: capital gains taxes, commissions, and hidden costs of selling a home
-Creative ways to unlock home equity—from reverse mortgages to building ADUs (Accessory Dwelling Units)
-The emotional side of retirement lifestyle: why staying connected improves health & longevity
-The top financial questions Boomers ask: outliving your money, medical costs, and retirement security
👉 If you’re a Baby Boomer planning retirement, considering a reverse mortgage, or just looking for ways to make your retirement income last, this episode is for you.
🎧 Listen to More Episodes:
Spotify: https://ow.ly/ttaN50TZH81
Apple Podcasts: https://ow.ly/cFb350TZH84
YouTube Playlist: https://ow.ly/cwaf50TZH8u
Guest Info:
Jon Beyrer CFP(r) – Senior Financial Advisor and Partner at Blankinship & Foster, LLC
Phone: (858) 755-5166
Website: https://www.bfadvisors.com/team/jon-beyrer/
LinkedIn: https://www.linkedin.com/in/jon-beyrer/
Subscribe for more episodes about:
✔️ Medicare, Medicaid, & Social Security
✔️ Reverse Mortgages & Financial Safety
✔️ Retirement Planning & Aging in Place
✔️ Lifestyle tips for Boomers & Gen X
Got questions or topics you want covered? Drop them in the comments or visit https://carlspiteri.com
Let’s Connect!
Call: (858) 526-3037
Email: carl.spiteri@benchmark.us
Carl Spiteri
Branch Manager | Mortgage Advisor
NMLS ID: 286890
Licensed in: CA, AZ, FL, ID, MI, MT, NV, OG, OH, SC, SD, TN, WA, WY
Benchmark Mortgage
Ark-La-Tex Financial Services, LLC | NMLS ID: 2143