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Retire Me - Episode 14 - Downsizing - Pros, Cons, and Considerations Thumbnail

Retire Me - Episode 14 - Downsizing - Pros, Cons, and Considerations

Welcome to Episode 14 of Retire Me!

On the show today, we talk about downsizing in retirement - selling your home approaching retirement and moving to a smaller place and potentially unlock some equity in your home to use to bolster your retirement income plan. 

On the show we discuss:

  • The factors that cause retirees to consider downsizing at retirement
  • The financial benefits of downsizing
  • How to estimate how much a downsizing will increase your lifestyle consumption in retirement
  • The downsides and risks of downsizing
  • Costs to factor in when considering a downsizing
  • A set of steps that you can take if you are considering a downsizing at retirement to make sure that it is worthwhile

Resources used in this episode:



Thanks for listening!


The information in this material is not intended as investment, tax, or legal advice.  Please consult your advisor or tax professionals.