The Downsizing Roadmap Podcast
Welcome to The Downsizing Roadmap Podcast, your go-to resource for navigating the emotional and practical challenges of downsizing. Whether you’re helping a senior loved one transition to a smaller space, embracing minimalism, or simply looking to simplify your life, this podcast offers expert tips, heartwarming stories, and actionable advice to guide you every step of the way.
Join us as we share insights, interview trusted vendors, and explore real-life journeys of letting go and moving forward. Tune in to find inspiration, solutions, and support for creating a lighter, brighter future.
Subscribe today to make downsizing manageable—and maybe even fun!
Meet Your Hosts:
Jodi Rosko and Heather Fisher
Realtors and Downsizing Specialists
The Rosko Group
Keller Williams Community Partners
https://downsizingroadmap.com/
The Downsizing Roadmap Podcast
21. Financial Planning for Seniors: What You Need to Know
In this episode, we’re joined by financial advisor, Beth Beebe, who specializes in helping people navigate money decisions with clarity and confidence.
For seniors looking at downsizing, these conversations can be even more important to navigate upcoming decisions such as managing a fixed income or preparing for rising healthcare costs. This conversation covers the essential building blocks of a solid financial plan in your later years. If you’re downsizing, planning for retirement, or thinking about your legacy, this one’s for you.
We talk about:
- Why financial planning looks different in your 60s, 70s, and beyond
- Common mistakes to avoid when budgeting on a fixed income
- How to prepare for healthcare and long-term care costs
- Key estate planning documents to have in place
- What to know before hiring a financial advisor
- How to protect yourself from scams targeting seniors
This episode is packed with practical guidance and encouraging insights for anyone wanting to feel more secure about their financial future.
🎧 Listen now and share with someone who might find it helpful.
📍 Explore more at: https://www.raymondjames.com/craig-capital/
📞 Need help downsizing or planning your next move? Visit: www.downsizingroadmap.com
If you enjoyed this episode, don’t forget to Follow our show so you never miss a new one. Have questions, topic suggestions, or need help with your own downsizing journey? We’d love to hear from you!
📧 Email us: heather@theroskogroup.com
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Let’s simplify, declutter, and create space for your next chapter—together!
