109: How to Downsize Your Life (and Upsize Your Lifestyle) with John and Ingrid Sullivan
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 3 February 2020
⏱️ 73 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
As empty nesters, retirees often find themselves in homes that are simply too big. With adult children out of the house, empty bedrooms, and projects that need to get done to keep the property in great shape, continuing to maintain a home that made sense for decades can start to feel like a financial burden and a source of real stress.
This is why so many retirees start thinking about downsizing - and when they do, I recommend they read John and Ingrid Sullivan's book, The Ultimate Guide to Downsizing: Downsize Your Life to Upsize Your Lifestyle. John and Ingrid are the owners of Senior Downsizing Experts in Arlington, Texas, where they help boomers, seniors, and children of aging parents with moves that can be challenging and emotional.
Today, John and Ingrid join the podcast to talk about the financial and emotional benefits of downsizing, the unique challenges and crises they help retirees work through as they help them move out of what are often family homes with decades of history (and belongings), and how to craft a downsizing plan and find a uniquely qualified downsizing dream team to help you make your next years the best they can be.
Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.
Show Notes: Howardbailey.com/109
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Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading
Transcript
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| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence. |
| 0:14.4 | Casey Wheat is a certified financial planner and president of Howard Bailey Financial. |
| 0:18.4 | His newest book, Job Optional, is a Wall Street Journal bestseller |
| 0:22.2 | and is available now on Amazon and at Retirewithpurpose.com. |
| 0:26.8 | He's your host on Retire with Purpose. |
| 0:29.4 | Hey, I'm Casey, and I believe in retirement strategies that are driven by meaning and purpose. |
| 0:36.1 | Join me this week and every week as we discuss thoughts and ideas with some of today's |
| 0:41.9 | most successful retirees and experts in the field of finance. |
| 0:46.4 | These strategies can help make you better financial decisions so you can live the lifestyle |
| 0:52.5 | you've always imagined and deserved. Welcome to the show. |
| 1:00.5 | Today's guests are John and Ingrid Sullivan, co-owners of senior downsizing experts, |
| 1:08.5 | which helps older adults navigate the obstacles associated with |
| 1:12.7 | downsizing. The Sullivan's have more than 20 years of experience in the real estate industry. |
| 1:18.2 | That's not even combined experience. And they're both certified senior real estate specialist |
| 1:22.8 | by the National Association of Realtors. They're also the co-authors of the ultimate guide to downsizing, |
| 1:30.1 | downsize your life to upsize your lifestyle, a guidebook that's just packed with helpful tips, |
| 1:35.8 | planning tools, strategies, specifically designed to make the downsizing process as painless as possible. |
| 1:42.4 | I've really enjoyed this book for myself. My mom also |
| 1:46.0 | picked up this book as soon as she got the opportunity. This is one I think you're not going to |
| 1:51.0 | want to miss out on. The Sullivan's have managed late in life moves for hundreds of clients, |
| 1:56.1 | including their own parents, and they share those stories with us here today, they know, and they're just |
| 2:01.8 | very aware of how emotional and complicated this process can be. Today, they join the podcast |
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