Retirees, DON’T Downsize Without Knowing This!

Video Description

Get your personalized retirement strategy ➡️ https://py01htti90f.typeform.com/to/MKeP6ISt Downsizing in retirement can offer both financial and lifestyle benefits, but it’s a decision that should be made with careful consideration. By evaluating your financial situation, lifestyle needs, and emotional readiness, you can make a choice that enhances your retirement experience. ☎️RETIREMENT ANALYSIS ☎️ Call us at (619) 282-3288 ✍ SHOW NOTES & RESOURCES ✍ Show Notes - https://onedegreeadvisors.com/2024/08/downsizing-in-retirement/ Do 3 things when you have enough $$ to retire - https://www.youtube.com/watch?v=p3ftlOptrSE Capital Gain Exclusion on Sale of Residence - https://www.irs.gov/taxtopics/tc701 👉 JOIN 964+ OTHER RETIREES AND RECEIVE OUR WEEKLY RETIREMENT RECAP EMAIL + GAIN ACCESS TO OUR PRIVATE CLIENT MEMO 👈 https://onedegreeadvisors.com/blogs/ ✅ LEARN ABOUT HOW WE CAN HELP YOU THROUGH RETIREMENT ✅ https://onedegreeadvisors.com/ Twitter: https://twitter.com/onedegreetweets Facebook: https://www.facebook.com/onedegreeadvisors This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutions/#disclosures 0:00 - Introduction 0:34 - Framework for Decision Making 3:24 - The Financial, Social, Emotional, and Practical Considerations 6:39 - Framework Step 2 8:37 - Framework Step 3 10:10 - Framework Step 4 10:33 - Framework Steps 5 & 6