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Is Downsizing in Retirement a Smart Move?

As people approach retirement, one of the big decisions that couples will discuss is whether to downsize and move into a smaller home. Is it a financially savvy move? Does it simplify life? Or does it merely trade one set of complications for another? In this episode, Bill will share his experience from the mortgage lending side and help identify some of the factors that go into making a decision on where to live.

From financial considerations to the emotional aspects of leaving a family home, they cover the full spectrum of what downsizing entails. Whether you’re flush with cash or on a fixed income, this episode provides valuable insights into mortgage planning and the timing of your move.

Here’s some of what we discuss in this episode:

0:00 – Intro

4:46 – Timing and options for downsizing

 

Schedule a time to meet with Bill here: https://calendly.com/blitton/

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