Smart Strategies for Real Estate and Retirement

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.

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

 

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