Chapters

00:00 Introduction and Background

03:41 Why Traditional Financial Plans Don’t Include Real Estate

06:06 Using Real Estate to Build Wealthspan

10:26 Investing in Your Lifestyle

13:47 Using a Reverse Mortgage to Invest in Lifestyle

20:43 Building Wealth Despite Negative Cash Flow

26:08 Upsizing and Keeping Your Existing Home as an Investment

Brady Mullen’s Educational Videos:

Lifestyle Investing: The Surprising Value of a Vacation Home https://ltrea.com/lsi1-109-155/

Upsizing and Keeping your Home as an Investment https://ltrea.com/upinv1-109-155/

Reverse Mortgage Introduction: https://ltrea.com/rmi1-101-155/

Connect with Rachael: https://calendly.com/rachael-vanpelt/discovery

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Rachael Van Pelt, PhD, is a retired health longevity scientist turned Realtor and coach. She is also an avid real estate investor, alongside her husband Rowdy, managing properties in Colorado and Washington. Rachael is dedicated to helping pre-retirees maximize lifestyle longevity. As a Realtor, she specializes in helping people create their ideal downsized or sunbird lifestyle. As a coach, she helps people make sure their healthspan supports whichever lifestyle they choose. Her innovative approach combines her unique experience in longevity research, coaching and investing, to help her clients craft their best Next Act. Rachael’s 30-year commitment to the study of successful aging has given her a unique perspective on what it takes to help longevity-minded adults keep living well, loving more, and aging less.