Baby boomers are sitting on record levels of home equity, but the big question remains: should they downsize, or stay put? In this Life Beyond Boxes episode, we take a practical look at how housing, finances, and lifestyle choices collide in retirement planning.

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Here’s what we dig into:

• Equity vs. Lifestyle: Why a paid-off house doesn’t always mean financial freedom.
• Hidden Costs of Staying Put: Taxes, maintenance, and accessibility challenges in larger homes.
• Downsizing Decisions: The pros and cons of moving into condos, retirement communities, or rentals.
• Health & Proximity: How family ties, healthcare access, and mobility needs shape housing choices.
• Financing Hurdles: Why self-employed buyers and retirees face unique mortgage challenges.
• Interest Rate Reality: How today’s rates affect buying, selling, and refinancing strategies.
• Professional Guidance: The role of CPAs, financial planners, and loan officers in making the smartest move.

👉 Tune in for a numbers-driven, candid discussion that strips away myths and gives retirees—and their families—the clarity they need.

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