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Financial Talk Show airing Saturdays at 3pm, Eastern on NEWSRADIO WXTK 95.1 FM Cape Cod. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

Feb 5, 2024

Should you consider downsizing in retirement? – All in the context of a
comprehensive financial plan, the question of downsizing your home in retirement is
dynamic and personal. Chris Boyd and Jeff Perry discuss the pros and cons of whether to
downsize your residence in retirement. Over the course of the episode, Chris and Jeff
cover the financial considerations of cash-flow, operating costs, capital needs, income
taxes, and estate planning. Recognizing this decision is not strictly a financial decision,
the duo discusses lifestyle considerations, such as climate, travel, closeness to family, and
having a home that can meet future physical limitations. Lots of things to consider before
making such an important financial and personal decision.