Josh Blum at Mutual of Omaha Reverse Mortgage

Home Equity Retirement Specialist NMLS #1741208

Helping people integrate home equity into their ret

05/14/2023

5.0 star review received on Experience.com for Josh Blum by HARRY G N J - JOSH BLUM WAS EXCELLENT FROM OUR FIRST CONVERSATION TO THE VERY END, AT ' CLOSING " . HE WAS INFORMATIVE,, EXPLAINED ALL MATTERS TO MY UNDERSTANDING AND A PLEASURE TO DEAL WITH. HE KEPT ME INFORMED ON A TIMELY BASIS ON THE PROGRESS FROM THE BEGINNING TO THE END. I WOULD RECOMMEND HIM TO ALL PARTICIPANTS IN SEEKING A REVERSE MORTGAGE. HE IS " THE BEST ."

New ★★★★★ 5 Star Experience.com Review by HARRY G N Click to see all 45 reviews of Josh Blum, Mutual of Omaha Reverse Mortgage

New ★★★★★ 5 Star Experience.com Review by Karen B R 02/02/2023

5.0 star review received on Experience.com for Josh Blum by Karen B R - Josh is the consummate professional -- communicative, smart -- knows his "stuff" and is a joy to work with. His team appreciates his leadership and so do his clients. I think Josh is going to take the reverse mortgage industry by storm. He helps everyone he comes in contact with to understand the product and how it will benefit each. He is patient, kind and understanding. I would recommend him in a heartbeat, have done so and will continue to do so. He has helped my family member with her recent HECM purchase. Great job, Josh. Take over the world! Karen

New ★★★★★ 5 Star Experience.com Review by Karen B R Click to see all 44 reviews of Josh Blum,
Mutual of Omaha Reverse Mortgage

New ★★★★★ 5 Star Experience.com Review by Diane L K 01/31/2023

5.0 star review received on Experience.com for Josh Blum by Diane L K - X # # # # # # # # # # #

New ★★★★★ 5 Star Experience.com Review by Diane L K Click to see all 43 reviews of Josh Blum,
Mutual of Omaha Reverse Mortgage

New ★★★★★ 5 Star Experience.com Review by Gerald P 12/14/2022

5.0 star review received on Experience.com for Josh Blum by Gerald P - Josh and his team are true professionals — knowledgeable, helpful and courteous.

New ★★★★★ 5 Star Experience.com Review by Gerald P Click to see all 42 reviews of Josh Blum,
Mutual of Omaha Reverse Mortgage

New ★★★★★ 5 Star Experience.com Review by Carolyn R L 10/30/2022

5.0 star review received on Experience.com for Josh Blum by Carolyn R L - I my question were always answered
My calls returned within hours
I always felt you had my best interest at heart

New ★★★★★ 5 Star Experience.com Review by Carolyn R L Click to see all 38 reviews of Josh Blum,
Mutual of Omaha Reverse Mortgage

New ★★★★★ 5 Star Experience.com Review by Susan L B 10/29/2022

5.0 star review received on Experience.com for Josh Blum by Susan L B - Excellent attention and communication

New ★★★★★ 5 Star Experience.com Review by Susan L B Click to see all 37 reviews of Josh Blum,
Mutual of Omaha Reverse Mortgage

#042 - Everything you wanted to know about reverse mortgages, with Josh Blum (Part 1 of 2) - Retirement Planning Education, with Andy Panko 09/29/2022

Super proud to be featured alongside Andy Panko in Taxes in Retirement on his most recent podcast episode! This is a replay of our live discussion last year on the role of a reverse mortgage in retirement planning.

If you want some of the best free content available on Facebook and the internet on financial planning you need to check out this group and follow along with Andy. One of the top fee based planners I've had the pleasure of working alongside over the nearly 20 years I've been in the financial services industry!

#042 - Everything you wanted to know about reverse mortgages, with Josh Blum (Part 1 of 2) - Retirement Planning Education, with Andy Panko Part 1 of 2 of the audio replay of my previous video with Josh Blum from Mutual of Omaha where we talked all about reverse mortgageLinks in this episode: Replay of the original video with Josh - here Facebook group - Taxes in Retirement YouTube ...

Meet Home Equity Retirement Specialist Josh Blum - Parkbench 09/28/2022

A short interview I had the pleasure of participating in!

Meet Home Equity Retirement Specialist Josh Blum - Parkbench https://twitter.com/JBZ_diver

California Condors’ Comeback 09/27/2022

Though they won't be winning any beauty pageants, condors are vital to their ecosystem, acting as nature's "cleanup crew." Take a sneak peek behind the scenes of Mutual of Omaha’s Wild Kingdom Protecting the Wild, airing in January 2023.

California Condors’ Comeback Behind the Scenes of Protecting the Wild

09/22/2022

“Autumn, the year’s last, loveliest smile.” — William C. Bryant

We hope you enjoy the first day of Autumn! 🍁

Home 09/13/2022

Want to find great content on all things nature and Mutual of Omaha’s Wild Kingdom - on any device - with just one click? Become a Wild Kingdom insider now! You’ll learn so much that your friends will be calling you the next Marlin Perkins.

Home Stay up to date with Mutual of Omaha's Wild Kingdom. Go behind the scenes of new episodes, hear conservation success stories and learn fun animal facts.

09/11/2022

"Where liberty dwells, there is my country.” -Benjamin Franklin

We will never forget. 🇺🇸

Americans Are Back To Retiring Later 09/09/2022

"Many of the retirees have returned to work or are thinking about returning. And other data supports the trend toward later retirement." 📈 ↗️

Check out the article to learn more.

Americans Are Back To Retiring Later After a surge of early retirements during the Covid pandemic, Americans are again planning to retire later than their predecessors.

Why Is A Roth IRA Better Than A Roth 401(k)? 09/01/2022

"Roth 401(k) options both make it harder to take your money out and, at the same time, force you to take it out perhaps earlier than you wish."

Check out the article to read more. ⬇️

Why Is A Roth IRA Better Than A Roth 401(k)? You say your company 401(k) plan doesn’t offer a Roth option? Here’s why you’re better off doing it yourself anyway.

Tips for Navigating a Recession 08/25/2022

"While it may seem impossible to do, it is important not to react to a from a state of panic. An example of such a reaction might be to sell all your investments in a bid to hold cash."

Check out this article to learn more. 🙌💰

Tips for Navigating a Recession Here are some clever ways to extract economic advantage and position yourself to recover during a recession.

New ★★★★★ 5 Star Experience.com Review by Laura Y 08/22/2022

5.0 star review received on Experience.com for Josh Blum by Laura Y - Josh prompt responses and availability at all times. He showed professional ethics and dependability.

New ★★★★★ 5 Star Experience.com Review by Laura Y Click to see all 36 reviews of Josh Blum,
Mutual of Omaha Reverse Mortgage

Social Security may get 10.5% raise in 2023 as prices surge. But don't party yet, some say. 08/18/2022

"Social security beneficiaries could get one of the largest cost-of-living raises since 1981 next year if inflation remains hot, but some analysts are warning people not to get too excited yet."

Check out this article. ⬇️ 🙌

Social Security may get 10.5% raise in 2023 as prices surge. But don't party yet, some say. With inflation at a 40-year high, social security could see a 10.5% cost-of-living adjustment in 2023, but even that may not bring much relief.

Retirees, here's how returning to work may affect Social Security, Medicare, pensions and taxes 08/15/2022

"Unretiring can help stabilize or boost your cash flow. But it might trigger unintended consequences in other financial areas of your life..."

Check out this article to learn more. ⬇️

Retirees, here's how returning to work may affect Social Security, Medicare, pensions and taxes Unretiring can help stabilize your cash flow, but it might trigger unintended consequences in other financial areas of your life.

Inflation, Stock Market May Cause Retirees To Reconsider Using Their Home Equity 08/12/2022

"A reverse mortgage can be used in a variety of ways to help finance your retirement."

Check out this article on creative ways seniors and retirees can successfully manage their finances during inflation.🙌

Inflation, Stock Market May Cause Retirees To Reconsider Using Their Home Equity Cash-squeezed seniors and retirees may need to explore creative ways to make ends meet.

11 Ways Money Really Can Buy Happiness | NewRetirement 08/09/2022

"The answer to the question does money buy happens is… yes! In fact, the research is overwhelming." 💰👏

Check out this article to learn 11 ways money can be spent to buy happiness. ⬇️

11 Ways Money Really Can Buy Happiness | NewRetirement Does money buy happiness? It does if you know how to spend it. Find out how to improve your quality of life with the right kind of spending.

New ★★★★★ 5 Star Experience.com Review by Robin F 08/06/2022

5.0 star review received on Experience.com for Josh Blum by Robin F - Josh always available to answer questions patiently and courteously.
His manner is calm and gentle, a feature I found invaluable.

New ★★★★★ 5 Star Experience.com Review by Robin F Click to see all 35 reviews of Josh Blum,
Mutual of Omaha Reverse Mortgage

Don’t Forget To Do Your Retirement Homework 08/05/2022

"The period when you transition into retirement is one of the most critical times of your life. It’s comparable in importance to the period when you transitioned into adulthood..."

Check out this article to help you with planning. 👏⬇️

Don’t Forget To Do Your Retirement Homework This checklist can help you address all the key issues when planning the rest of your life.

New ★★★★★ 5 Star Experience.com Review by Nicki E N 07/28/2022

5.0 star review received on Experience.com for Josh Blum by Nicki E N - Kept us updated on what was going on with loan!

New ★★★★★ 5 Star Experience.com Review by Nicki E N Click to see all 34 reviews of Josh Blum,
Mutual of Omaha Reverse Mortgage

New ★★★★★ 5 Star Experience.com Review by Glen N 07/18/2022

5.0 star review received on Experience.com for Josh Blum by Glen N - Timely updates and instructions during entire process!

New ★★★★★ 5 Star Experience.com Review by Glen N Click to see all 33 reviews of Josh Blum,
Mutual of Omaha Reverse Mortgage

New ★★★★★ 5 Star Experience.com Review by Bernard J T 07/17/2022

5.0 star review received on Experience.com for Josh Blum by Bernard J T - Josh made the whole process easy, was always available to answer questions, and is very knowledgeable about every detail involved.
Proactive, positive, and professional.

New ★★★★★ 5 Star Experience.com Review by Bernard J T Click to see all 32 reviews of Josh Blum,
Mutual of Omaha Reverse Mortgage

New ★★★★★ 5 Star Experience.com Review by Judy C B 07/16/2022

5.0 star review received on Experience.com for Josh Blum by Judy C B - very pleasant men

New ★★★★★ 5 Star Experience.com Review by Judy C B Click to see all 31 reviews of Josh Blum,
Mutual of Omaha Reverse Mortgage

New ★★★★★ 5 Star Experience.com Review by DOROTHY L 07/05/2022

5.0 star review received on Experience.com for Josh Blum by DOROTHY L - Communication

New ★★★★★ 5 Star Experience.com Review by DOROTHY L Click to see all 30 reviews of Josh Blum,
Mutual of Omaha Reverse Mortgage

How To Reduce Your Risk Of Identity Theft, According To An Expert 06/30/2022

"Today, with personally identifiable information readily available on the dark web, identity theft has changed significantly."

Check out this article and learn how to reduce your risk of being a of identify theft. ⬇️

How To Reduce Your Risk Of Identity Theft, According To An Expert Armed with your dataset, thieves can open a credit card online in your name. With a bit more effort, they can develop fake documents including a driver’s license, health insurance card or passport.

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Josh Blum - Home Equity Retirement Specialist NMLS #1741208

Josh has served in numerous roles in the financial services industry and has spent his entire career as a consummate professional in the financial services space. Born in the northeast and educated at Pennsylvania State University Josh has travelled the country helping clients achieve financial success and helping to train advisors in the retirement income space.

Josh began his journey as a financial advisor after graduating college and in 2007 went to work with a Fortune 100 financial services corporation where he dedicated over a decade of his career to becoming a master wholesaler before broadening his skill set to include the mortgage industry.

As a wholesaler Josh helped educate advisors and clients on topics such as general retirement income planning, demystifying social security, changes in the tax code, health care costs in retirement and the common risks retirees face in retirement.

Serving as a reverse mortgage planning specialist Josh has married his love and expertise for bringing education to retirees in the often ignored home equity conversion space. Passionate about helping clients achieve their lifelong goals, broadening understanding of an underserved financial toolset and educating the general public on the missing link in their financial picture Josh has embraced his background and works diligently with clients and their trusted advisors to help clients achieve their retirement dreams.

Videos (show all)

What happens after closing - statements and review
What happens after closing - receiving income
What happens after closing - who has my loan
What happens after closing - disbursement
What happens after closing
When shopping is price all that matters?  I recently sent a gift from Amazon and found the cheapest price.  My prospect ...
FHA change to maximum claim amount 2022
Thank you to my wife!#hecm #reversemortgage #reversemortgages #retirement #retirementplanning
Gratitude and Thanks
Gratitude and Thanks
Gratitude and Thanks
Gratitude and Thanks

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Address


6750 N. Andrews Avenue, Suite 200
Fort Lauderdale, FL
33309

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