A housing change in retirement can affect far more than where you live. In this episode, the team looks at why housing decisions in retirement need to be coordinated with the rest of your financial plan before emotions or deadlines take over. The right move is often the one that gives you the lifestyle you want without creating unnecessary pressure elsewhere in retirement.

Here’s some of what we discuss in this episode:

🏠 Housing Costs: Expectations need a reset

🔁 Housing Options: Move, expand, or renovate

💸 Mortgage Decisions: Debt can still fit

⚖️ Tax Trade-Off: Compare interest with taxes

🧾 Home-Sale Taxes: Understand gains and exemptions

 

 

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