Want to get in touch with Mark? 👉 https://silverman-associates.com/home
Is downsizing right for you in retirement? For many retirees, the decision to downsize isn’t just about saving money; it’s about simplifying life. Mark reveals why moving to a smaller home isn’t always a money-saver, digging into costs like mortgages, HOA fees, and property taxes. He shares his personal perspective and explains how family needs and lifestyle goals play a role. Tune in for practical advice to help you weigh the real pros and cons before making this big move.
Here’s what we discuss in today’s show:
🏡 Downsizing Decisions: understanding when a move makes financial and lifestyle sense
đź’µ Financial Planning Factors: how selling, buying, or renting affects your retirement budget
đź§ą Maintenance & Upkeep: reducing home responsibilities without sacrificing comfort
💬 Emotional Shifts: preparing for the lifestyle changes that come with “less stuff”
đź§­ Timing Matters: why market conditions and tax considerations should guide your decision
 
Want to get in touch with Mark? 
Web:
https://silverman-associates.com/home
Email:
mark@silverman-associates.com
Phone:
520.512.8832

Saving With Silverman

Mark Silverman

Should You Downsize in Retirement? Factors to Consider

NOV 6, 20259 MIN
Saving With Silverman

Should You Downsize in Retirement? Factors to Consider

NOV 6, 20259 MIN

Description

Want to get in touch with Mark? 👉 https://silverman-associates.com/home Is downsizing right for you in retirement? For many retirees, the decision to downsize isn’t just about saving money; it’s about simplifying life. Mark reveals why moving to a smaller home isn’t always a money-saver, digging into costs like mortgages, HOA fees, and property taxes. He shares his personal perspective and explains how family needs and lifestyle goals play a role. Tune in for practical advice to help you weigh the real pros and cons before making this big move. Here’s what we discuss in today’s show: 🏡 Downsizing Decisions: understanding when a move makes financial and lifestyle sense đź’µ Financial Planning Factors: how selling, buying, or renting affects your retirement budget đź§ą Maintenance & Upkeep: reducing home responsibilities without sacrificing comfort đź’¬ Emotional Shifts: preparing for the lifestyle changes that come with “less stuff” đź§­ Timing Matters: why market conditions and tax considerations should guide your decision   Want to get in touch with Mark?  Web: https://silverman-associates.com/home Email: [email protected] Phone: 520.512.8832