Is a Reverse Mortgage Right for You?  with Cheryl Scheidell

4-26-26 - Is a Reverse Mortgage Right for You with Cheryl from Barrett Financial

6-28-26 - Is a Reverse Mortgage Right for You with Cheryl from Barrett Financial

Is a Reverse Mortgage Right for You?

Guest: Seth Leibsohn
Host: Cheryl Scheidell, Reverse Mortgage Specialist, Barrett Financial Group

Reverse mortgages are one of the most misunderstood financial tools available to seniors today. In this episode, Cheryl Scheidell is joined by Seth Leibsohn for a candid, thoughtful discussion that cuts through fear, myths, and outdated information.

This episode focuses on education, consumer protection, and personal responsibility.

In this episode, we discuss:


Why reverse mortgages developed a negative reputation


How today’s FHA-insured reverse mortgages have changed


The real obligations homeowners must meet


Common myths vs. real risks


Who should consider a reverse mortgage—and who shouldn’t


Why informed decision-making matters more than ever

Important Disclosure:

Reverse mortgages are federally insured loans subject to eligibility requirements, financial assessment, and mandatory HUD-approved counseling. Borrowers must continue to pay property taxes, homeowners insurance, and maintain the home. This program is not suitable for everyone.

Have questions or want personalized information?

📞 Phone: 480-817-4324
🌐 Website: ReverseMortgageAndBeyond.com
📧 Email:cheryls@barrettfinancial.com

Education first. Pressure never.

Is a Reverse Mortgage Right for You?
Guest: Seth Leibsohn Host: Cheryl Scheidell, Reverse Mortgage Specialist, Barrett Financial Group
Reverse mortgages are one of the most misunderstood financial tools available to seniors today. In this episode, Cheryl Scheidell is joined by Seth Leibsohn for a candid, thoughtful discussion that cuts through fear, myths, and outdated information.
This episode focuses on education, consumer protection, and personal responsibility.
In this episode, we discuss:
<ul data-start="2282" data-end="2593">
<li data-start="2282" data-end="2339">
Why reverse mortgages developed a negative reputation
</li>
<li data-start="2340" data-end="2398">
How today&rsquo;s FHA-insured reverse mortgages have changed
</li>
<li data-start="2399" data-end="2444">
The real obligations homeowners must meet
</li>
<li data-start="2445" data-end="2476">
Common myths vs. real risks
</li>
<li data-start="2477" data-end="2537">
Who should consider a reverse mortgage&mdash;and who shouldn&rsquo;t
</li>
<li data-start="2538" data-end="2593">
Why informed decision-making matters more than ever
</li>
</ul>
Important Disclosure:
Reverse mortgages are federally insured loans subject to eligibility requirements, financial assessment, and mandatory HUD-approved counseling. Borrowers must continue to pay property taxes, homeowners insurance, and maintain the home. This program is not suitable for everyone.
Have questions or want personalized information?
📞 Phone: 480-817-4324 🌐 Website: ReverseMortgageAndBeyond.com 📧 Email: <a data-start="3055" data-end="3083">cheryls@barrettfinancial.com</a>
Education first. Pressure never.

Seth Leibsohn Interviews Cheryl - Is a Reverse Mortgage Right for You with Cheryl from Barrett Financial

🎙️ Episode Overview

Estate planning doesn’t have to be intimidating—and it’s not just for the wealthy. In Part 1 of this two-part series, host Cheryl Scheidell sits down with her longtime friend of over 30 years, financial advisor and estate planning specialist Jayson Walker of Netvest Financial, to break estate planning down in simple, real-world terms.

This episode focuses on the foundational pieces of estate planning, common misconceptions, and the costly mistakes families often make when planning is delayed or incomplete. Cheryl and Jayson explain why estate planning is about protecting your family and your home while you’re living, not just what happens after you pass away.

🧠 Topics Covered in Part 1
What estate planning really is (and what it is not)
Who needs an estate plan (hint: more people than you think)
Why estate planning often feels overwhelming
The biggest and most common estate planning mistakes
Additional mistakes families make that create confusion later
The difference between Wills and Trusts
What probate is and why families try to avoid it
How poor planning can lead to stress, delays, and unnecessary costs

🎧 Why This Episode Matters

Many families don’t realize the problems they’ve created until it’s too late—often during a health crisis or after the loss of a loved one. This episode helps listeners understand why proactive planning matters and sets the stage for Part 2, where solutions and strategies are discussed in greater detail.

📞 Have Questions About Your Own Situation?

If you’re wondering how estate planning, housing decisions, and retirement strategies work together—or if a reverse mortgage might fit into your plan—help is just a phone call away.

📱 Call Cheryl Scheidell: 480-817-4324
🌐 Website: reversemortgageandbeyond.com
📧 Email:cheryls@barrettfinancial.com

Jayson Walker, Netvest Financial
📱 602-230-8222
🏢 9059 E. Bahia Drive, Suite 100
  Scottsdale, AZ 85260

 

🍷 UPCOMING EDUCATIONAL EVENT – LUNCH & LEARN

📍 Total Wine
🕦 11:30 AM – 1:30 PM
🍽️ Complimentary Lunch
🎟️ Limited Seating – RSVP Required

Join Cheryl Scheidell, Jayson Walker, and Lydia Wietsma, Probate Realtor with Next Home Power Realty, for an educational Lunch & Learn focused on estate planning, probate, real estate, and retirement strategies.

📞 RSVP to 480-817-4324
📧 cheryls@barrettfinancial.com

▶️ Coming Up Next

📻 Part 2 of this conversation dives deeper into:
How trusts help avoid probate
Planning for incapacity
Preventing family conflict and sibling disputes
First steps to creating or updating your estate plan

Be sure to tune in in two weeks for Part 2 with Jayson Walker.

🎙️ Episode Overview
Estate planning doesn&rsquo;t have to be intimidating&mdash;and it&rsquo;s not just for the wealthy. In Part 1 of this two-part series, host Cheryl Scheidell sits down with her longtime friend of over 30 years, financial advisor and estate planning specialist Jayson Walker of Netvest Financial, to break estate planning down in simple, real-world terms.
This episode focuses on the foundational pieces of estate planning, common misconceptions, and the costly mistakes families often make when planning is delayed or incomplete. Cheryl and Jayson explain why estate planning is about protecting your family and your home while you&rsquo;re living, not just what happens after you pass away.
<hr data-start="1145" data-end="1148">
🧠 Topics Covered in Part 1
<ul data-start="1184" data-end="1656">
<li data-section-id="1vdq422" data-start="1184" data-end="1239">What estate planning really is (and what it is not)</li>
<li data-section-id="u4f0e1" data-start="1240" data-end="1303">Who needs an estate plan (hint: more people than you think)</li>
<li data-section-id="umu8xn" data-start="1304" data-end="1352">Why estate planning often feels overwhelming</li>
<li data-section-id="16sfe3" data-start="1353" data-end="1409">The biggest and most common estate planning mistakes</li>
<li data-section-id="8xmj85" data-start="1410" data-end="1475">Additional mistakes families make that create confusion later</li>
<li data-section-id="kwofpp" data-start="1476" data-end="1527">The difference between Wills and Trusts</li>
<li data-section-id="usrmqe" data-start="1528" data-end="1584">What probate is and why families try to avoid it</li>
<li data-section-id="1bmfied" data-start="1585" data-end="1656">How poor planning can lead to stress, delays, and unnecessary costs</li>
</ul>
<hr data-start="1658" data-end="1661">
🎧 Why This Episode Matters
Many families don&rsquo;t realize the problems they&rsquo;ve created until it&rsquo;s too late&mdash;often during a health crisis or after the loss of a loved one. This episode helps listeners understand why proactive planning matters and sets the stage for Part 2, where solutions and strategies are discussed in greater detail.
<hr data-start="2012" data-end="2015">
📞 Have Questions About Your Own Situation?
If you&rsquo;re wondering how estate planning, housing decisions, and retirement strategies work together&mdash;or if a reverse mortgage might fit into your plan&mdash;help is just a phone call away.
📱 Call Cheryl Scheidell: 480-817-4324 🌐 Website: reversemortgageandbeyond.com 📧 Email: <a href="mailto:cheryls@barrettfinancial.com">cheryls@barrettfinancial.com</a><a data-start="2356" data-end="2384"></a>
Jayson Walker, Netvest Financial 📱 602-230-8222 🏢 9059 E. Bahia Drive, Suite 100 &emsp;&emsp;Scottsdale, AZ 85260
&nbsp;
<hr data-start="2388" data-end="2391">
🍷 UPCOMING EDUCATIONAL EVENT &ndash; LUNCH &amp; LEARN
📍 Total Wine 🕦 11:30 AM &ndash; 1:30 PM 🍽️ Complimentary Lunch 🎟️ Limited Seating &ndash; RSVP Required
Join Cheryl Scheidell, Jayson Walker, and Lydia Wietsma, Probate Realtor with Next Home Power Realty, for an educational Lunch &amp; Learn focused on estate planning, probate, real estate, and retirement strategies.
📞 RSVP to 480-817-4324 📧 <a data-start="2888" data-end="2916">cheryls@barrettfinancial.com</a>
<hr data-start="2920" data-end="2923">
▶️ Coming Up Next
📻 Part 2 of this conversation dives deeper into:
<ul data-start="3003" data-end="3173">
<li data-section-id="1m27yzo" data-start="3003" data-end="3036">How trusts help avoid probate</li>
<li data-section-id="wiukt9" data-start="3037" data-end="3064">Planning for incapacity</li>
<li data-section-id="1i7zkkg" data-start="3065" data-end="3116">Preventing family conflict and sibling disputes</li>
<li data-section-id="vui93k" data-start="3117" data-end="3173">First steps to creating or updating your estate plan</li>
</ul>
Be sure to tune in in two weeks for Part 2 with Jayson Walker.

4-26-26 - Is a Reverse Mortgage Right for You with Cheryl from Barrett Financial

Is a Reverse Mortgage Right for You? with Cheryl Scheidell

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Is a Reverse Mortgage Right for You? with Cheryl Scheidell

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