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Should you consider downsizing in retirement? – All in the context of a comprehensive financial plan, the question of downsizing your home in retirement is dynamic and personal. Chris Boyd and Jeff Perry discuss the pros and cons of whether to...
Should you consider downsizing in retirement? – All in the context of a
comprehensive financial plan, the question of downsizing your home in retirement is
dynamic and personal. Chris Boyd and Jeff Perry discuss the pros and cons of whether to
downsize your residence in retirement. Over the course of the episode, Chris and Jeff
cover the financial considerations of cash-flow, operating costs, capital needs, income
taxes, and estate planning. Recognizing this decision is not strictly a financial decision,
the duo discusses lifestyle considerations, such as climate, travel, closeness to family, and
having a home that can meet future physical limitations. Lots of things to consider before
making such an important financial and personal decision.
