Smart Strategies for Real Estate and Retirement

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Today’s Smart Money Question:

Selling your home and relocating in retirement is both an emotional decision and a financial one. Today’s real estate landscape adds in another layer of complexity, especially for retirees. In this episode, Matt shares insights from working with four different clients who are each navigating the complexities of selling, buying, or relocating.

From timing contracts to evaluating the pros and cons of traditional vs. reverse mortgage options, Matt breaks down the key considerations that can make or break your transition. You’ll learn why understanding loan costs, income shifts, tax implications, and investment realignment is essential before making your next move. No matter what path you’re considering, it’s important to remember that the move might be personal, but the planning should always be strategic.

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

🏡 Real-world advice from clients relocating in retirement

📑 Why contract timing and legal review can prevent big headaches

💰 Reverse vs. traditional mortgages—what works when and why

💡 Planning your move around taxes, income shifts, and cash flow

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.

 

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