How to Declutter and Prepare to Downsize Your Home in Retirement with Jen Robin

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

Financialplanning, Retirement, Money, Taxplanning, Stocks, Wealth, Business, Investing, Retirementplanning

2.4 • 606 Ratings

🗓️ 23 July 2019

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

If retirement is around the corner, it’s likely you’ve considered downsizing your home.

Whether it’s for a move to a smaller space or to finally clean out all that stuff you’ve accumulated over the years, downsizing can be a stressful prospect.

There is so much to do. And what if you and your spouse don’t agree on what to purge and what to keep?

It’s enough to make anyone’s head spin.

Today we’ll talk with professional organizer Jen Robin, owner of Life in Jeneral.

For Jen, downsizing is more than purging stuff. It’s creating a system for your life so you are surrounded by the things you need, want, and love.

If you’ve always imagined a simpler, more joyful space for your retirement years, then today’s episode is for you. We’ll learn:

The value of downsizing to create a more meaningful space
How to organize your home and downsize your life in preparation for retirement
Steps to take if one spouse isn’t into the process
Specific solutions for hanging onto keepsakes
How downsizing can fit into your financial plan

Don’t spend your retirement organizing and purging. Start now so you spend your “second life” doing what you love.

Show Notes & Links: www.youstaywealthy.com/49

DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.

Transcript

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0:00.0	Hey, everyone, really quick before we start the show, on episode 43, I interviewed Peter Lazaroff,
0:05.6	and I mentioned that I was giving away five signed copies of his book to our listeners.
0:10.4	And those five books just flew off the shelves. They were gone within minutes. So I picked up
0:14.9	another shipment, and I continue to give them away as people request them. But I wanted to let you
0:19.7	know that I have exactly seven
0:21.3	copies left. So if you'd like a copy, you enjoyed the interview, just shoot me an email at
0:27.1	podcast at you staywealthy.com. And I'll send out to the first seven listeners that I hear from.
0:33.9	All right, on to the show. The reality of it is there's going to be some hard conversations
0:39.7	and there's going to be some differences of values of what some clients of ours whether it's
0:45.4	the husband or wife just has to keep everything and then it's the opposite for the other one so
0:50.4	we run into it a lot but comes down to understanding what their goals and values are.
0:57.9	Welcome to the Stay Wealthy podcast.
0:59.9	I'm your host, Taylor Schulte.
1:00.9	And today we're changing gears a little bit.
1:03.0	And I'm talking with a professional organizer about how to organize your home and prepare for potentially downsizing in retirement.
1:11.8	Her name is Jen Robben. And she has tons of great tips for getting started, staying organized, steps to take
1:17.8	to hire a professional, what to do if one spouse isn't into the process and some specific
1:24.4	solutions for hanging onto those keepsakes without them taking up your
1:28.6	entire garage or your addict.
1:31.1	She also shares some really great resources with us, which can all be found on the show notes page,
1:37.0	which you can find at you stay wealthy.com forward slash 49.
1:42.5	All right.
	...

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