Many investors nearing retirement have heard of reverse mortgages—but few truly understand how they work or when they can be used strategically. In this episode of the Wealth Architect Podcast, Mark sits down with reverse mortgage specialist and author Kevin Guttman to break down the myths, mechanics, and potential benefits of reverse mortgages for retirees and homeowners.

Kevin explains how reverse mortgages can unlock home equity, create optional cash flow, and even be used as a strategic retirement planning tool. They also discuss common misconceptions, how these loans are structured, and real-world scenarios where homeowners use them to fund retirement, assist family, or protect against unexpected expenses.

If you're approaching retirement—or advising someone who is—this conversation offers a fresh perspective on how home equity can play a role in a broader wealth strategy.

Guest Links
🌐 Kevin Guttman Website: https://reversemortgagerevolution.com
📚 Kevin's Books on Amazon: https://www.amazon.com/s?k=Kevin+Guttman+reverse+mortgage

In this episode of the Wealth Architect Podcast, I sit down with Carrie Friedberg, certified psychology-informed money coach and founder of SF Money Coach.

We discuss the emotional side of money, how childhood programming shapes your financial life, and practical steps to clean up your cash flow and build confidence around spending and saving.

If you've ever felt stress, anxiety, or avoidance around money — this conversation will help you reset your approach.

🔗 Connect with Carrie:
Website: https://www.sfmoneycoach.com
Email: carrie@sfmoneycoach.com

📘 Her Book: At Peace with Money: A Holistic Roadmap to Financial Wellness
Available on Amazon & Barnes & Noble
(Official release: January 20, 2026)

Like, subscribe, and share if you're committed to improving your relationship with money — not just your returns.

In this episode of the Wealth Architect Podcast, I sit down with global investment research expert Daniel Nikic, founder of COHRES.

Daniel has analyzed over 15,000 companies across AI, software, and global markets. We discuss the importance of cash flow vs. accrual accounting, how to spot red flags hidden in financial footnotes, and what investors should understand about today's AI boom — including Nvidia and valuation concerns.

We also explore where innovation capital is flowing globally, from the U.S. to Europe, the Middle East, and China.

If you want to make smarter, research-driven investment decisions, this conversation is for you.

Website: [https://danielnikic.com](https://danielnikic.com)
LinkedIn: [https://www.linkedin.com/in/danielnikic](https://www.linkedin.com/in/danielnikic)