Cornerstone Financing has shared an update. The company announced its participation in the 62WhoKnew podcast hosted by Michael Banner, scheduled to record live on January 22, 2026. The discussion will focus on the use of home equity as a tool to fund Roth IRA conversions without liquidating investment assets, taking on traditional debt, or disrupting long-term retirement plans. The episode aims to address liquidity constraints that often prevent investors from executing tax-advantaged Roth conversions.
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For investors, this appearance underscores Cornerstone Financing’s strategic positioning at the intersection of home-equity solutions and retirement/tax planning. By promoting approaches that use home equity to facilitate Roth conversions, the company is targeting a growing market segment of retirement-focused homeowners and financial advisors seeking tax optimization strategies. Increased visibility through an established retirement-planning media platform could support lead generation, advisor partnerships, and product adoption over time. While the immediate financial impact is uncertain and not quantifiable from this announcement alone, the initiative suggests a focus on advisory-driven, higher-value use cases for home equity, which may enhance Cornerstone Financing’s competitive differentiation and longer-term revenue potential within the retirement and financial planning ecosystem.