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 fo ...
…
continue reading
Jodi Rosko And Heather Fisher Podcasts
Welcome to Retirement Solutions – The Podcast, with Tyson Thacker and Ryan Thacker, where precision meets purpose. This B.O.S.S. podcast is committed to “Building the Optimal System of Security.” Learn how you could craft the ideal retirement blueprint that surpasses mere wealth accumulation. Explore the nuances of retirement planning with expert insights, as Tyson and Ryan navigate the ever-evolving landscape of investments, insurance solutions, and financial planning for retirees and pre-r ...
…
continue reading
1
47. How to Downsize with Confidence Using the One-Week Rule
39:39
39:39
Play later
Play later
Lists
Like
Liked
39:39If you had to move in one week, what would you take—and what would you leave behind? This simple question can change the way you downsize, declutter, and make decisions. In today’s episode, we’re introducing the One-Week Rule—a mindset tool that helps you get clarity fast. It’s not just a thought experiment. It’s a powerful downsizing filter that c…
…
continue reading
1
How to Keep More of Your Money With Smart Roth Planning (Ep. 30)
22:44
22:44
Play later
Play later
Lists
Like
Liked
22:44Most people focus on investment returns, but the real threat to a comfortable retirement often hides in plain sight. Taxes can quietly drain away more of your savings than you ever expected, and the window to take control may be smaller than you think. In this episode, Ryan Thacker and Tyson Thacker break down how today’s historically low tax rates…
…
continue reading
1
46. When to Downsize: Timing the Real Estate Market vs Timing Your Life
30:33
30:33
Play later
Play later
Lists
Like
Liked
30:33Is the housing market making you second-guess your downsizing plans? You're not alone. Many homeowners—especially in their 50s, 60s, and beyond—are stuck waiting for the “perfect time” to move, only to feel more stuck as life keeps changing around them. In this episode, we break down the truth about market timing vs. life timing when it comes to do…
…
continue reading
1
45. Letting Go of More Than Stuff: Finding Yourself After the Clutter Clears
33:58
33:58
Play later
Play later
Lists
Like
Liked
33:58When you downsize, you’re not just clearing out closets — you’re closing chapters, releasing old roles, and stepping into a new version of yourself. In today’s episode, we’re talking about what really happens after the clutter is gone… when the house feels lighter, but your identity suddenly feels unfamiliar. We explore the hidden emotional work of…
…
continue reading
1
How to Maximize Your Social Security and Keep More in Retirement
30:59
30:59
Play later
Play later
Lists
Like
Liked
30:59Most retirees unknowingly leave thousands of dollars on the table just by filing for Social Security the wrong way. In this episode, Ryan and Tyson Thacker reveal how the right claiming strategy can mean hundreds of thousands more in retirement income. They break down the key mistakes people make, how taxes and Medicare tie into your benefits, and …
…
continue reading
1
44. What to Ask a Real Estate Agent When Downsizing
35:20
35:20
Play later
Play later
Lists
Like
Liked
35:20Downsizing isn’t just a move—it’s a major life transition. And hiring the right real estate agent can make the process easier, more personal, and a whole lot less stressful. In this episode, we’re walking you through what to ask when interviewing a real estate agent for downsizing. You’ll learn: The 10 smartest questions to ask before you hire anyo…
…
continue reading
1
43. 10 Easy Things to Declutter Now (That You Won’t Miss at All)
31:37
31:37
Play later
Play later
Lists
Like
Liked
31:37Decluttering doesn’t have to mean tackling your photo albums or your kid’s old art projects. Start with the easy stuff—no guilt, no emotional rollercoaster. In this episode, we’re sharing 10 quick wins you can declutter right now without a second thought. These are low-stress, high-impact categories that will give you instant momentum (and maybe a …
…
continue reading
1
The Hidden Way to Grow Your Retirement Savings: It’s All About Taxes
29:44
29:44
Play later
Play later
Lists
Like
Liked
29:44What if the biggest opportunity to grow your retirement savings has nothing to do with chasing the next big investment and everything to do with taxes? In this episode, Ryan Thacker and Tyson Thacker break down why taxes may be the single biggest expense you will face in retirement and how strategic tax planning could make your money go significant…
…
continue reading
1
42. Should You Downsize Before Retirement? What to Know While You're Still Working
23:07
23:07
Play later
Play later
Lists
Like
Liked
23:07Do you really have to wait until retirement to make your move? Not necessarily. In this episode, we bust the myth that downsizing is a post-retirement project — and show you why moving while you’re still working might be the smarter, smoother path. We’ll cover why your income gives you more financial flexibility, how to plan a move without disrupti…
…
continue reading
1
41. How to Talk to Your Adult Children About Downsizing (Before It’s a Crisis)
35:58
35:58
Play later
Play later
Lists
Like
Liked
35:58Starting the downsizing process is hard—but talking to your adult children about it can feel even harder. What if they resist? What if they worry you’re sick? Or worse, what if they avoid the conversation altogether? In this episode of the Downsizing Roadmap Podcast, we walk you through exactly how to have honest, calm, and proactive conversations …
…
continue reading
1
Is Downsizing Right for You? Smart Tips for a Smooth Move with Jodi Rosko and Heather Fisher
28:54
28:54
Play later
Play later
Lists
Like
Liked
28:54What if downsizing your home could actually upgrade your lifestyle in retirement? In this episode, Tyson Thacker sits down with real estate professionals Jodi Rosko and Heather Fisher, co-hosts of The Downsizing Roadmap Podcast, to unpack how your home fits into your B.O.S.S. Retirement Blueprint. Together, they explore what it means to “dream firs…
…
continue reading
1
40. How to Downsize and Sell Your Home While Buying Another (Without Losing Sleep)
36:09
36:09
Play later
Play later
Lists
Like
Liked
36:09Trying to buy your next home while selling your current one—and downsizing at the same time? It’s one of the most complex moves you can make… and it’s also one of the most common for people in midlife and retirement. In this episode of The Downsizing Roadmap Podcast, we’re sharing how to navigate the emotional and logistical puzzle of selling, buyi…
…
continue reading
1
39. A 12-Month Downsizing Plan: The 3-Space Method for a Lighter Life
47:05
47:05
Play later
Play later
Lists
Like
Liked
47:05What if you could downsize your home—without overwhelm—by focusing on just three key spaces over the next 12 months? In this episode of The Downsizing Roadmap Podcast, Jodi and Heather introduce The 3-Space Method, a simple, year-long plan that helps you clear clutter and create breathing room one quarter at a time. Instead of trying to tackle ever…
…
continue reading
1
38. How to Downsize When You’re the Family Keeper of Memories
36:14
36:14
Play later
Play later
Lists
Like
Liked
36:14If your home has become the storage unit for generations of family photos, heirlooms, and keepsakes—you’re not alone. Many people unexpectedly find themselves the “family memory keeper,” responsible for preserving the stories, history, and belongings of an entire extended family. But how do you honor that legacy without drowning in boxes? In this h…
…
continue reading
1
37. Downsize Your Digital Clutter: Photos, Files, and Email
32:59
32:59
Play later
Play later
Lists
Like
Liked
32:59We all know the stress that comes from a cluttered house—but what about the clutter you can’t see? If your phone is full of screenshots you never revisit, your inbox is overflowing with unread messages, or you’re storing years of old files “just in case,” this episode is for you. Today, we’re tackling the growing problem of digital clutter—how it b…
…
continue reading
1
36. Should You Fix Up Your House or Sell As-Is When Downsizing?
39:15
39:15
Play later
Play later
Lists
Like
Liked
39:15Should you tackle repairs and updates before selling your home—or skip the stress and list it as-is? If you’re downsizing, this decision can feel overwhelming. In this episode, we walk you through exactly how to decide what’s worth fixing and when it’s better to leave things as-is for a faster, simpler move. 🎯 In this episode, we cover: The emotion…
…
continue reading
1
35. 8 Things to Downsize Now—Your Future Self Will Thank You
43:16
43:16
Play later
Play later
Lists
Like
Liked
43:16What are you still holding onto that your future self is begging you to let go of? In this uplifting and practical episode of The Downsizing Roadmap Podcast, we’re diving into 8 common things people keep out of guilt, habit, or fear—and what happens when you finally release them. This isn’t just about decluttering your home—it’s about freeing your …
…
continue reading
1
34. How to Downsize and Declutter Your Hobby Room Without Guilt
31:55
31:55
Play later
Play later
Lists
Like
Liked
31:55Craft rooms, woodworking benches, model train layouts—these spaces are more than just square footage. They’re often deeply personal zones of creativity, identity, and memory. So when it’s time to downsize or simplify your home, the hobby room is often the hardest place to start. In this episode of The Downsizing Roadmap Podcast, we walk you through…
…
continue reading
1
33. Downsizing After a Loss: Grief, Healing, and Home
37:11
37:11
Play later
Play later
Lists
Like
Liked
37:11Downsizing is never easy—but when it comes after the loss of a spouse or parent, it can feel almost impossible. In this heartfelt episode, we talk about what it really looks like to downsize in the wake of grief. Whether you're sorting through a loved one’s belongings or facing the emotional decision to leave a shared home, we’re here to guide you …
…
continue reading
1
32. Swedish Death Cleaning: A Surprisingly Uplifting Book About Letting Go
37:52
37:52
Play later
Play later
Lists
Like
Liked
37:52What do you want your loved ones to deal with when you’re gone—boxes of clutter or a home that tells a clear story? In this week’s episode of the Downsizing Roadmap Podcast, we review the bestselling book The Gentle Art of Swedish Death Cleaning by Margareta Magnusson—a heartfelt, humorous, and refreshingly honest guide to decluttering your life wi…
…
continue reading
1
Turning High Interest Rates Into a Retirement Advantage with Dave Whitworth
28:55
28:55
Play later
Play later
Lists
Like
Liked
28:55Rising interest rates feel like bad news, but what if rising interest rates could actually work in your favor during retirement? In this episode, Ryan Thacker and Tyson Thacker sit down with long-time advisor and friend, Dave Whitworth, to unpack strategies for thriving in today’s high-interest-rate environment. From increasing guaranteed income to…
…
continue reading
1
31. Rethink Your Rooms: Design As You Downsize
35:40
35:40
Play later
Play later
Lists
Like
Liked
35:40Downsizing isn't just about reducing—it's about reimagining. In this empowering episode, we shift the focus from what you're giving up to what you're creating. Instead of starting with the donation pile, what if you started with a blank slate? We’ll walk you through how to design your downsized home with purpose, not pressure—no Pinterest account r…
…
continue reading
1
30. Best Homes for Downsizing: Ranch, Condo, or Dream Home?
34:57
34:57
Play later
Play later
Lists
Like
Liked
34:57Thinking about your next move—but not ready for a senior living community? You're not alone. In this episode, we explore the most popular home types for active downsizers and how to choose the right fit for your lifestyle today and your future needs. We break down ranch homes, condos, patio homes, dream homes, and the rising trend of second-home bu…
…
continue reading
1
29. Why Downsizing Is So Hard: The Science of Decision Fatigue
30:58
30:58
Play later
Play later
Lists
Like
Liked
30:58If you’ve ever sat in front of a closet, drawer, or attic full of stuff and felt totally overwhelmed—you’re not alone. Downsizing isn’t just physical work—it’s mental work. And in this episode, we’re diving into why it feels so exhausting to make all these decisions. We explore the science of decision fatigue and how it affects your brain during th…
…
continue reading
1
Staying Connected: Building Family Bonds and Legacy in Retirement with Dr. Sean Brotherson
31:26
31:26
Play later
Play later
Lists
Like
Liked
31:26Retirement isn’t just about finances. It’s about having the freedom to focus on what matters most: your family. In this heartfelt episode, Ryan Thacker and Tyson Thacker are joined by Dr. Sean Brotherson, Professor and Extension Family Science Specialist at North Dakota State University, to explore how retirees can deepen family connections, pass d…
…
continue reading
1
28. Are You Saving It or Avoiding It? How to Spot Hidden Clutter Traps
43:50
43:50
Play later
Play later
Lists
Like
Liked
43:50Some clutter hides in plain sight—disguised as good intentions, future plans, or memories we think we’re preserving. In this episode of The Downsizing Roadmap Podcast, we unpack the hidden clutter traps that sneak into your home and your mindset. Whether it’s the “someday” box, the craft supplies you’ll get to one day, or the heirlooms you’re savin…
…
continue reading
1
27. What to Keep When the Kids Are Grown (and Say They Don’t Want Anything)
36:59
36:59
Play later
Play later
Lists
Like
Liked
36:59You saved it all—the baby clothes, the school projects, the toys. But now your adult kids say… they don’t want any of it. So, what should you actually keep? In this episode of The Downsizing Roadmap Podcast, we’re getting real (but keeping it light) about what’s worth saving from your kids’ childhood and how to finally let go of the rest without gu…
…
continue reading
1
What Really Happens in Your First Retirement Planning Meeting with Robert Brantley
35:07
35:07
Play later
Play later
Lists
Like
Liked
35:07What if the fear of talking to a financial advisor is the very thing keeping you from retiring sooner and living the life you’ve always dreamed of? In this episode, Ryan Thacker sits down with Robert Brantley, a trusted Investment Advisor Representative at B.O.S.S. Retirement Solutions, to talk about what really happens during a first retirement pl…
…
continue reading
1
26. Decluttering for a Fresh Start: How to Make Space for What’s Next
28:33
28:33
Play later
Play later
Lists
Like
Liked
28:33Is your home filled with things from past seasons of life? It's time to make room for what’s next. In this episode, we’re rethinking decluttering—not as a chore, but as a fresh start. You’ll learn how to let go of what no longer serves you and create space for the lifestyle you want now. Whether you're planning a move, simplifying your routines, or…
…
continue reading
1
25. The 12-Month Downsizing Journey: A Season-by-Season Guide to a Lighter Life
38:01
38:01
Play later
Play later
Lists
Like
Liked
38:01Thinking about downsizing but overwhelmed by the idea of doing it all at once? In this episode, we share a 12-month, season-by-season downsizing plan that helps you clear space and lighten your life without the stress of a last-minute purge. Whether you’re preparing for a move or simply want less clutter, this gentle, realistic approach allows you …
…
continue reading
1
Creating Unforgettable Moments with Grandchildren with Susan Yates
30:50
30:50
Play later
Play later
Lists
Like
Liked
30:50What does it really take to build lasting family memories with your kids and grandkids, especially when everyone’s busy and scattered across the country? In this heartwarming and practical episode, Ryan Thacker sits down with Susan Alexander Yates, author of Cousins Camp: A Grandparent’s Guide to Creating Fun, Faith, and Memories That Last, to expl…
…
continue reading
1
24. The Myth of the Perfect Time: Why You Should Start Downsizing Now
36:44
36:44
Play later
Play later
Lists
Like
Liked
36:44Are you waiting for the “perfect time” to start downsizing? The truth is, that day rarely comes—and waiting can cost you more than you realize. In this episode, we unpack the myth of the perfect time and why so many people delay downsizing until it’s urgent. We share the hidden financial, emotional, and physical costs of waiting too long, along wit…
…
continue reading
1
23. The VA Benefit Every Senior Veteran Should Know About
33:02
33:02
Play later
Play later
Lists
Like
Liked
33:02If you're a veteran—or love someone who is—and you're navigating a big life transition like downsizing or aging in place, this episode is for you. We’re joined by elder law attorney Rachael Houck of Houck Menninger Law to talk about veterans benefits that often go overlooked, especially Aid & Attendance and how it can support the cost of care. We c…
…
continue reading
1
22. Which Downsizing Type Are You? 5 Ways People Declutter and What Actually Works
40:47
40:47
Play later
Play later
Lists
Like
Liked
40:47Some people keep everything “just in case.” Others are deeply sentimental. And some are ready to toss it all and start fresh. Sound familiar? The truth is, there’s no one-size-fits-all approach to downsizing. But there are patterns—and recognizing your personal style can make everything easier. In this episode, we walk through the 5 most common dow…
…
continue reading
1
Hidden Gems, Comfort, and Confidence in Retirement Travel with Laura Murdoch
21:42
21:42
Play later
Play later
Lists
Like
Liked
21:42When it comes to retirement, some of the most meaningful memories are made through travel. In this episode, Tyson and Ryan Thacker sit down once again with Laura Murdoch of Morris Columbus Travel to uncover how retirees can explore the world with confidence, comfort, and joy. From secret beaches in Thailand to polar bear sightings in Canada, Laura …
…
continue reading
1
21. Financial Planning for Seniors: What You Need to Know
39:57
39:57
Play later
Play later
Lists
Like
Liked
39:57In 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 conver…
…
continue reading
1
20. Can I Stay Here? How to Know if Your Home Works for Aging in Place
39:42
39:42
Play later
Play later
Lists
Like
Liked
39:42If you’ve ever looked around your home and wondered, “Can I really live here long-term?” — this episode is for you. As more adults choose to age in place, it’s essential to take an honest look at whether your current home will support that goal. In this episode, Jodi and Heather walk through a full home assessment, from front door to back yard, to …
…
continue reading
1
Dream Destinations and Smart Planning for Retirees with Laura Murdoch
28:17
28:17
Play later
Play later
Lists
Like
Liked
28:17When most people picture retirement, one dream tops the list: travel. But turning that dream into a reality takes more than wanderlust. It requires planning, budgeting, and knowing what to expect. In this episode, Ryan and Tyson Thacker welcome travel advisor Laura Murdoch from Morris Columbus Travel to unpack the real-world logistics of retirement…
…
continue reading
1
19. What Do I Do With All These Photos? A 5-Step Downsizing Plan
39:55
39:55
Play later
Play later
Lists
Like
Liked
39:55If you’ve ever opened a closet and found stacks of albums, shoeboxes of old prints, or random framed photos stuffed in drawers… you’re not alone. For many of us—and especially those helping a parent or grandparent downsize—the photo pile is one of the most emotional and paralyzing parts of the process. In today’s episode of The Downsizing Roadmap P…
…
continue reading
1
18. Legal Peace of Mind for Seniors and Their Families with Rachael Houck
41:40
41:40
Play later
Play later
Lists
Like
Liked
41:40When you’re planning a move later in life—whether to a smaller home, a senior living community, or closer to family—there’s one piece that often gets overlooked: legal planning. In this episode, we’re joined by Rachael Houck, elder law attorney and partner at Houck Menninger Law. Rachael shares what every downsizing senior (and their adult children…
…
continue reading
1
How to Retire with Confidence: Lessons from the Experts (Ep. 20)
30:19
30:19
Play later
Play later
Lists
Like
Liked
30:19Is your Social Security strategy costing you tens of thousands of dollars? In this must-listen episode of Retirement Solutions The Podcast, Ryan Thacker welcomes Brian Ward, a top advisor at B.O.S.S. Retirement Solutions, to uncover the hidden costs and missed opportunities tied to poor Social Security strategies. With a background rooted in family…
…
continue reading
1
17. Downsizing Disagreements: Finding Common Ground As A Couple
46:05
46:05
Play later
Play later
Lists
Like
Liked
46:05Facing downsizing disagreements? Downsizing is never just about the stuff—it’s about timing, emotions, identity, and often... compromise. And when you’re not on the same page with your spouse or partner? The whole process can feel even more overwhelming. Listen now to find out how you can find common ground as a couple. In this episode, we’re diggi…
…
continue reading
1
16. Feeling Stuck? Try This 10-Day Downsizing Kickstart
44:08
44:08
Play later
Play later
Lists
Like
Liked
44:0810 Days to Jumpstart Your Downsizing Journey Feeling overwhelmed about where to start with downsizing? You’re not alone—and the good news is, you don’t have to do it all at once. In this episode, we walk you through a simple, 10-day plan to help you build real momentum without burnout. Each day focuses on one small task that’s totally doable—and su…
…
continue reading
1
The Secret to Saving Big on Taxes in Retirement (Ep. 19)
31:25
31:25
Play later
Play later
Lists
Like
Liked
31:25What if you could turn your biggest retirement expense into your greatest savings opportunity? In this episode, Tyson and Ryan Thacker from B.O.S.S. Retirement Solutions sit down with Brandon Olson, CPA, an investment advisor representative at B.O.S.S., to explore smart tax strategies that can keep more of your hard-earned savings in your pocket. A…
…
continue reading
1
15. Shifting Gears: Knowing When It’s Time For Seniors to Stop Driving
44:22
44:22
Play later
Play later
Lists
Like
Liked
44:22Is it time to talk to a loved one about giving up the keys? This episode of The Downsizing Roadmap Podcast explores one of the hardest transitions families face: deciding when it’s time for a senior to stop driving. Our guest, Mark Healy of Senior Care Authority in the Dayton/Cincinnati area, shares expert advice from the Beyond Driving with Dignit…
…
continue reading
1
14. Downsizing to a Smaller Home: What to Keep in Every Room
41:54
41:54
Play later
Play later
Lists
Like
Liked
41:54Downsizing to 1200 Sq Ft – A Room-by-Room Guide Are you trying to fit your life into a smaller space—but not sure where to begin? In this episode, Jodi and Heather break down the process of downsizing to a 1200 square foot home, one room at a time. From kitchen cabinets to closet space, they’ll walk you through the essentials you actually need—and …
…
continue reading
1
Legacy Planning: More Than Just Money (Ep. 18)
29:17
29:17
Play later
Play later
Lists
Like
Liked
29:17What does it truly mean to leave a legacy? How do you tie together money, values, and memories into something lasting? Join Ryan and Tyson Thacker, the Retirement Brothers from B.O.S.S. Retirement Solutions, as they dive deep into the concept of legacy. In this heartwarming episode, they share personal stories about their upbringing and the … Read …
…
continue reading
1
13. Helping Your Parents Downsize: A Step-by-Step Guide
39:09
39:09
Play later
Play later
Lists
Like
Liked
39:09Helping Your Parents Downsize – A Practical Guide for Adult Children Are you facing the task of helping your aging parents downsize—but unsure where to start? Whether they’re moving to senior living, relocating to a smaller home, or simply ready to declutter, this episode walks you through the emotional and practical side of the process. It’s not j…
…
continue reading
1
12. The Top 10 Pitfalls of Downsizing & How to Avoid Them
43:42
43:42
Play later
Play later
Lists
Like
Liked
43:42In this episode of The Downsizing Roadmap Podcast, we uncover the top 10 hidden pitfalls people face when downsizing and offer practical solutions to avoid them. Downsizing is a big life change, and many overlook crucial steps in the process that can cause unnecessary stress and regret. Whether you're downsizing for retirement, lifestyle, or other …
…
continue reading
1
Secrets to Minimizing Taxes on Your Retirement Income (Ep. 17)
29:00
29:00
Play later
Play later
Lists
Like
Liked
29:00Why are taxes one of the biggest retirement expenses, and how can you minimize them? Join Ryan and Tyson Thacker for an episode of Retirement Solutions The Podcast as they discuss how taxes can take a huge bite out of your retirement savings and share strategies to help avoid it. Discover how you often have … Read More Read More…
…
continue reading