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Deciding where to live in retirement is about more than just money; it’s about lifestyle, family, and long-term comfort. In this episode, John explores the often-emotional decision of keeping the family home, downsizing, or relocating entirely. He shares real examples of weighing the memories tied to a house against the reality of upkeep, property taxes, and shifting housing markets.
John explains why there’s no “one-size-fits-all” answer. For some, hiring help for maintenance makes more sense than selling. For others, equity in a large home is essential to funding their retirement income plan. And sometimes, the desire to live near children and grandchildren trumps both cost and convenience. With rising interest rates and changing property values, the math isn’t always straightforward. This conversation will help you think about both the numbers and your emotions, so you can feel confident about your next move.
Here’s what we discuss in this episode:
🏠 The emotional vs. financial sides of deciding where to live in retirement
📉 Why “downsizing” doesn’t always save you money
👨👩👧 Lifestyle questions to ask before making a move
💵 How property taxes and interest rates factor into your decision
🔑 Balance lifestyle with financial security
Connect with us:
Web: https://rosewoodwealthmanagement.com/
Schedule a Meeting: http://meetwithjohn.com
Check us out on YouTube: https://bit.ly/46RaLvL
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