The Truth About Downsizing in Retirement

TaylorMade Retirement with Taylor Demars, CFP®

Downsizing might sound simple until you’re the one making the decision. There’s the emotional weight of leaving a home full of memories, the financial realities of today’s real estate market, and the lifestyle questions that come with changing how you live. Today, Taylor unpacks the most common beliefs about downsizing and explains when moving makes sense and when it doesn’t.

Here’s what we discuss in today’s show:

🏡 Downsizing Emotions: the personal side of leaving a longtime home

📉 Real Estate Reality: why a smaller home doesn’t always mean smaller expenses

🌎 Geo-Arbitrage: moving from high-cost to lower-cost areas

💰 Using Equity: when tapping home equity helps—or hurts

✈️ Travel Freedom: reducing home maintenance to increase lifestyle freedom

Resources:

Website: https://www.demarsfinancial.com/

Phone: [phone]

Schedule an introduction call with Taylor: https://www.demarsfinancial.com/start-here

Check out Taylor's YouTube Channel: https://www.youtube.com/@TaylorMadeRetirement

Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.