How to Maximize Social Security Using Home Equity - Don Graves Interview

Don Graves joins Safe Money Radio to reveal seven powerful ways retirees can use a reverse mortgage to improve their Social Security benefits and overall retirement plan. Through real-life examples and practical strategies, Don explains how tapping into home equity — the “fourth bucket” — can help supplement monthly income, defer benefits for larger future payouts, avoid costly tax surprises, manage IRMAA surcharges, and even replace lost income after a spouse passes. This eye-opening conversation breaks down myths around reverse mortgages and shows how this often-misunderstood tool can become a critical part of a secure, tax-efficient retirement strategy.

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🟦About

Hi, I’m Brad Pistole, a Retirement Income Certified Professional® (RICP®) and Certified Financial Fiduciary® (CFF®). My mission is to help individuals and families navigate the complexities of retirement planning with efficient, reliable strategies tailored to their unique financial goals.
With a heavy focus on income planning strategies, Social Security optimization, tax efficiency and estate planning, I will add extreme value to your retirement.

I work with clients not only in the Ozarks, but all across the country to create personalized retirement solutions that provide security and peace of mind.
Whether you're nearing retirement or already retired, I am committed to helping you protect and grow your assets while ensuring a steady, tax-efficient income for the future.
All content is not to be received as advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions.

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