Episode 42: "Home Sweet Home in Retirement - The Ups & Downs of Home Ownership" "

In this episode, we take a heartfelt journey into one of the most personal and significant investment decisions you'll make in retirement— your “home”. Whether you’ve always dreamed of owning a cozy cottage, feel the pull of a carefree rental, or want to continue to live in your forever home, we explore the emotional and financial impacts of your choices. We also peel back the layers of what it really takes to maintain a home in retirement—beyond just bricks and mortar. From unexpected repairs to ongoing upkeep, the hidden costs can weigh heavily on your peace of mind and your retirement savings. But it’s not all about dollars and cents. We celebrate the joys of home ownership in retirement—the sense of security, the cherished memories made, and the comfort of having a space that’s truly yours. Finally, we help you see how your decision to buy, sell, or rent ties into your overall retirement plan, guiding you toward the choice that feels right for you—both financially and emotionally. Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇
TIMESTAMPS 00:00 Your Home & Retirement 04:42 Owning a Home vs. Renting in Retirement 14:50 The Importance of R.U.M.I (repairs, upkeep, maintenance, improvements) 17:05 Why Younger People Should Focus on Investing Right Now. 18:55 The Upside of Owning a Home in Retirement 27:30 The Psychological and Lifestyle Benefits of Owning a Home 35:10 Reasons People Regret Moving Out of State 40:30 What to Consider if You Want to Move Out of State
Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/ ============================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1 ============================================= ⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐ - Facebook: https://www.facebook.com/mosleyeaseintoretirement - Instagram: https://www.instagram.com/easeintoretirement/ - LinkedIn: https://www.linkedin.com/company/mosley-wealth-management Learn the key components you need to include in your retirement plan, check this video out: https://youtu.be/QkJzvbZ_gDs #ForeverHome #MovinginRetirement #ReitrementLiving #RetirementIncome #RetirementPlanning #RetirementStrategy #FinancialEducation #FinancialLiteracy #HowToRetireEarly #RetirementPlanningAt50 #RetirementPlanningAt60 #HowMuchDoINeedToRetire #HowToRetireEarly #RetirementPlanningTips #FinancialAdvisor #SocialSecurity
DISCLOSURE: Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766 Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally referred to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength claims paying abilities of the issuing carrier. This content is intended for informational & educational purposes only. It is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the needs of an individual situation. All hypothetical examples are provided for illustrative purposes only; they do not represent real life scenarios. Mosley Insurance & Financial Services nor its agents or representatives may not give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency. Some of the information provided may be from one or more third parties which we believe to be reliable sources, but accuracy and completeness cannot be guaranteed by Mosley Insurance & Financial Services.

For more information,...