21. Financial Planning for Seniors: What You Need to Know

In this episode, we’re joined by financial advisor, Beth Beebe, who specializes in helping people navigate money decisions with clarity and confidence.

For seniors looking at downsizing, these conversations can be even more important to navigate upcoming decisions such as managing a fixed income or preparing for rising healthcare costs. This conversation covers the essential building blocks of a solid financial plan in your later years. If you’re downsizing, planning for retirement, or thinking about your legacy, this one’s for you.

We talk about:

• Why financial planning looks different in your 60s, 70s, and beyond
• Common mistakes to avoid when budgeting on a fixed income
• How to prepare for healthcare and long-term care costs
• Key estate planning documents to have in place
• What to know before hiring a financial advisor
• How to protect yourself from scams targeting seniors

This episode is packed with practical guidance and encouraging insights for anyone wanting to feel more secure about their financial future.

🎧 Listen now and share with someone who might find it helpful.
📍 Explore more at: https://www.raymondjames.com/craig-capital/
📞 Need help downsizing or planning your next move? Visit: www.downsizingroadmap.com

If you enjoyed this episode, don’t forget to Follow our show so you never miss a new one. We’re here for your downsizing questions — on the podcast, in your community, and when you’re ready to move. As Realtors®, we can connect you with the right specialists to make your next chapter smoother. We’d love to hear from you!

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Let’s simplify, declutter, and create space for your next chapter—together!