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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Jul 21, 2023

Housing will always be one of the biggest pieces of the financial plan, but we’re getting a lot of questions from retirees about what to do with their home now that they’ve retired. There are four main options that most people choose from so let’s explore those today and discuss the pros and cons of each decision.

 

Here are some of the things we discuss in this episode:

  • 0:55 – What you need to weigh when staying in your current home
  • 3:04 – Should you downsize?
  • 6:31 – Pros and cons of retirement communities
  • 8:23 – Does it make sense to become a renter?

 

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