EP – 153 Learning about Flex Mortgages

Stephen Gomes joins us this week to talk about Reverse and Flex Mortgages. Stephen does a great job explaining how the different lending options or products are indeed a step up from what was available back in the 1970s and 1980s. Like many of you, I didn’t know how much these products had changed or if they had changed from their early incarnations.

I brought up with Stephen many of the preconceived ideas and stories that I had heard about reverse mortgages. You will enjoy and appreciate how Stephen uses everyday examples and easy-to-understand language to step us through the many different options and scenarios he and his group, OPTIO Financing, work with every week.

It was so great talking with Stephen that I invited him to come back on the podcast to discuss his grandfather’s influence on him while he was growing up.

After you listen to this episode, please remember to share it with three friends or family members who would benefit from listening to this episode. Also, check out the links below to get in contact with OPTIO Financing and Stephen.


Here is the link to OPTIO Financing: https://optiofinancing.com/

You can follow OPTIO Financing on Facebook by clicking this link: https://www.facebook.com/OPTIOfinancing

If you want to follow OPTIO Financing on LinkedIn, you can use this link: https://www.linkedin.com/company/optio-financing/

Affiliate Links

These are links to products and services that I highly recommend AND use. I do get a percentage of the purchases you make.

More than GrandMore Than Grand is an excellent resource for new grandparents AND parents. Listeners of The Cool Grandpa Podcast enjoy 10% off any fantastic products that More Than Grand provides by entering COOLGRANDPA10 at checkout. To visit More Than Grand, click HERE.

Intentional Grandfathering MasterclassGrandfathers have a unique and meaningful role to play in grandchildren’s development, yet they often find themselves behind the scenes, on the sidelines, or less engaged than they’d like to be. This masterclass delivers a playbook for helping grandfathers level up their influence and impact. Listeners to The Cool Grandpa Podcast can receive 40% off this course by using Cool40 at checkout.

Grandparents academyFounded in 2011 by Aaron Larsen as a way to honor his grandparents, GrandparentsAcademy.com is the world’s first and only online academy dedicated to helping grandparents grow meaningful relationships and rich legacies with their loved ones.

My Grandpa’s Grandpa

When it is time for bed, Charlie’s grandpa tucks Charlie in. Charlie asks his grandpa many questions about his grandpa’s grandpa. Charlie’s grandpa shares a magical moment as he introduces Charlie to his great-grandpa through fun memories.


My book is currently on a 20% discount until the end of this year.

This is my children’s book that was created to entertain and inspire conversations about other family members that the children may not have had the opportunity to meet.



If you prefer an eBook, you can download the Kindle version by clicking on this LINK.

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