Downsizing In Retirement

When thinking about and planning for retirement, many people consider their downsizing options. On this episode we explore a number of ways to think about retirement downsizing and some of the things to consider. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button to share our podcast with friends, family and colleagues.

 

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Roadmap Financial Consulting, LLC are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Glenn W. Mosseller and/or Roadmap Financial Consulting, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency.