62WhoKnew - The Podcast

Home ownership and home equity are not the same thing. In this episode of Sixty Two Who Knew, Mike Banner, Craig Korn, Bryan Walley, and Lindsay Friedman discuss why families need to rethink how housing wealth fits into retirement, long-term care, inheritance, and legacy planning before a crisis forces the conversation. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://...

In this emotional episode of 62 Who Knew, Mike Banner sits down with Bryan Walley and Lindsay Friedman to talk about the real family impact of longer lifespans. From caregiving burnout to inheritance delays, home equity, long-term care planning, and end-of-life conversations, this episode focuses on the choices families need to make before a crisis forces them. 🔹 Learn more at 62WhoKnew.com Get M...

In this special 62WhoKnew Highlights episode, host Michael Banner revisits standout moments from 2026 so far, covering home equity strategies, long-term care planning, senior fraud, family communication, longevity, caregiving, and the financial realities of living longer. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on Social Medi...

In today’s real estate market, buyers and sellers need more than basic advice. Michael Banner sits down with Carlin Newman to talk about rising home costs, closing cost challenges, insurance pressure, down payment assistance, condo considerations, and how tools like AI and social media are changing the way real estate professionals do business. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gif...

Long-term care costs are rising fast, and many families are not prepared. In this episode, Michael Banner is joined by Tom Hegna, Lindsay Friedman, and Scott Moen to discuss Medicaid planning, annuities, home equity, caregiver strain, and why every family needs a long-term care strategy before a crisis hits. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGift...

Michael Banner welcomes Bryan Walley, CEO of Forward Inheritance, for a timely conversation about family wealth, home equity, inheritance planning, and why honest communication across generations can prevent financial stress later. They discuss longer lifespans, delayed inheritances, powers of attorney, estate planning, senior fraud protection, and practical ways families can prepare before a cris...

Michael Banner sits down with Jeffrey Hayzlett, Chairman of C-Suite Network, for a wide-ranging conversation on leadership, longevity, retirement planning, home equity, family caregiving, and why America must rethink what it means to live, work, and plan beyond age 62. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on Social Media:...

In this episode of 62 Who Knew, Michael Banner welcomes Chris Orestis and Jonas Roeser for an important conversation about trust, verification, and consumer protection in the insurance industry. They discuss how Agent Review helps consumers find verified insurance professionals, why senior fraud is increasing, and what warning signs families should watch for when Medicare, Social Security, insuran...

In this episode of 62 Who Knew?, Michael Banner sits down with Lady Jen Du Plessis, a former top mortgage professional turned international speaker, podcast host, and business mentor. They discuss the evolution of the mortgage and real estate industries, why true wealth requires strategy beyond interest rates, how AI is changing business, and what it means to move from success to significance. 🔹...

In the second half of this panel conversation, 62 Who Knew tackles the practical side of senior care decisions. Michael Banner, Lindsay Friedman, Lance A. Slatton, and Ryan Buck discuss when home care is no longer enough, how families approach assisted living and memory care, and why long-term care insurance can change everything when planning for the future. 🔹 Learn more at 62WhoKnew.com Get Mik...

What happens when love is not enough to do it all alone? In this episode of 62 Who Knew, Michael Banner is joined by Lindsay Friedman, Lance A. Slatton, and Ryan Buck for an honest conversation about the emotional weight of caregiving. They talk about the promise families make to care for loved ones, the guilt that comes with needing help, and why bringing in home care can be one of the most compa...

In this episode of 62 Who Knew, Michael Banner talks with Cathy Derksen about what happens when women reach midlife after years of putting everyone else first. Cathy shares her journey from medical genetics to financial planning to publishing, and explains why this stage of life can be a powerful time to reconnect with purpose, courage, and new possibilities. From authorship to community to redefi...

In this episode, Lindsay Friedman returns to talk about why so many families avoid long-term care planning until they are already in crisis. The conversation covers caregiver stress, the financial impact of delayed planning, and the importance of having difficult conversations early. Lindsay also shares insights on free planning tools, caregiver support resources, and the emotional realities famil...

In Part 2, Mike Banner and John Russo turn the conversation toward affordability strategy for today’s market. They explain why repeated price cuts are often less effective than seller concessions, temporary buydowns, and other tools that directly improve the buyer’s monthly payment. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on...

In Part 1, Mike Banner and John Russo break down a major misconception in real estate and mortgage lending: down payment assistance is not only for low-income buyers. They explain how buyers with solid incomes can still struggle to save for down payments and closing costs, and why that reality is creating missed opportunities across the housing market. 🔹 Learn more at 62WhoKnew.com Get Mike's Boo...

Michael Banner sits down with Chris Orestis, president of Retirement Genius, to discuss a financial option many policyholders overlook: selling a life insurance policy through a life settlement. They cover who may qualify, how policy reviews work, and why this strategy can help families pay for care, support aging in place, and make more informed retirement decisions. 🔹 Learn more at 62WhoKnew.co...

What happens when a long career ends before you are ready? In this episode of 62 Who Knew, Michael Banner talks with Carol Kaemmerer about navigating career inflection points in your 50s and 60s with clarity and purpose. They discuss identity beyond job titles, age bias in the workplace, the value of experience, and how to shape a new chapter around the skills and contributions that matter most....

This advisor-focused episode connects two big retirement needs—reliable income and long-term care planning—with a third lever many households overlook: home equity. Tom Hegna outlines a simple framework for building “paychecks and playchecks,” while Dan Anderson explains how CHIFS can convert a portion of home equity into flexible liquidity—without creating new debt. 🔹 Learn more at 62WhoKnew.com...

In this episode of 62 Who Knew, Michael Banner sits down with Harlan Accola, National Reverse Mortgage Director at Movement Mortgage, to challenge outdated thinking and discuss why home equity may be the most overlooked asset in retirement today. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on Social Media: https://www.facebook.co...

Lindsay Friedman, Founder of CareBloom and LT Care Nav, joins 62 Who Knew to discuss why longer lifespans demand better long-term care planning. She explains how families can prepare, protect independence, and avoid crisis-driven decisions—with free tools designed to make the process easier and more human. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFr...

In this episode of 62 Who Knew, host Michael Banner welcomes back Shadd Boucher, Managing Partner of RE/MAX Alliance, for a candid conversation about today’s housing market and the long-term impact of the “COVID burn.” Together, they unpack why affordability—not interest rates—is the real barrier for buyers, how pent-up demand is building beneath the surface, and why education is now the most valu...

This episode explores how advisors and homeowners are rethinking Roth conversions in today’s tax environment—and why liquidity, not intent, is often the biggest barrier. We’ll discuss how home equity can be used strategically to fund Roth conversions without selling investments, disrupting portfolios, or creating new debt. The conversation will focus on real planning scenarios, tax optimization, a...

David Huerta, CEO of Whole Person Virtual Care, shares how the platform delivers fast, effective virtual medical care—with 96% of users receiving diagnosis and treatment on their first contact. This episode breaks down usage patterns, the role of women in care coordination, and how the service reduces unnecessary ER visits—especially during late-night emergencies. 🔹 Learn more at 62WhoKnew.com 🔹...

As 2025 comes to a close, host Michael Banner revisits the moments that made this year unforgettable on 62WhoKnew. From powerful stories on gray divorce and groundbreaking approaches in senior care to financial insights that could redefine retirement, this special highlights episode features a range of voices that informed, inspired, and sometimes challenged us. 🔹 Learn more at 62WhoKnew.com Get...

As 2025 comes to a close, host Michael Banner revisits the moments that made this year unforgettable on 62WhoKnew. From powerful stories on gray divorce and groundbreaking approaches in senior care to financial insights that could redefine retirement, this special highlights episode features a range of voices that informed, inspired, and sometimes challenged us. 🔹 Learn more at 62WhoKnew.com Get...