The RMD Podcast #15: Shelley Giordano, co-founder of the Academy for Home Equity in Financial Planning

The RMD Podcast returns for a conversation with Shelley Giordano, co-founder of the Academy for Home Equity in Financial Planning and of Enterprise Integration at Mutual of Omaha Mortgage. In our discussion, Shelley describes for RMD Editor Chris Clow the path she took to arrive in the reverse mortgage industry, as well as the origin story for the Academy and how it has helped to change the game in informing consumers and financial professionals about the benefits of home equity release in retirement.

The episode also includes a discussion about how the Academy has helped shape industry practices during the COVID-19 pandemic, some key educational roadblocks that still must be overcome by the industry for both consumers and financial advisors, along with a hint about what attendees at RMD’s upcoming HEQ virtual event can look forward to from the Academy. 

Listen to this episode of The RMD Podcast to learn:

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  • How the Academy for Home Equity in financial planning came into being
  • Ways the industry has adapted to the pandemic because of the Academy’s work
  • How financial advisors can be adequately educated about what reverse mortgages can offer
  • And more!

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