March 14, 2025

00:30:00

Home Sweet Home? Deciding Whether to Downsize, Relocate, or Age in Place

Home Sweet Home? Deciding Whether to Downsize, Relocate, or Age in Place
Money Matters with Mike
Home Sweet Home? Deciding Whether to Downsize, Relocate, or Age in Place

Mar 14 2025 | 00:30:00

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Show Notes

Is your current home the best fit for your retirement? In this episode of Money Matters with Mike, we explore the pros and cons of downsizing, relocating, or staying put as you age. From emotional ties and social connections to home maintenance costs and financial implications, Mike Zaino helps you weigh your options and make the best decision for your future. Plus, insights on the best retirement-friendly states and the true cost of homeownership in retirement.

 

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About the show:
On the show, you will learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients reduce the total taxes they’ll be required to pay during their retirement.

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