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Podcast: Smart Money Questions
Episode: Should I Downsize My House in Retirement?
Description: Rick recently wrote in and wanted to know if he should downsize his house. He has an emotional attachment to it, so it’s a tough decision. We’ll walk you through the decision-making process in tough deliberations like this.
Read more and get additional financial resources here: http://smartmoneyquestions.com/podcastposts/episode-151-should-i-downsize-my-house-in-retirement/
What we discuss on this episode:
0:57 – Protecting your personal information
3:54 – Downsize?
7:33 – Own or rent?
8:37 – Client was done with homeownership
10:37 – Taxes
11:50 – Coming to conclusions
14:04 – Answering questions