Aging in Style with Lori Williams

029. Ready to downsize? Hear about the service that'll help you sort, sell, pack and move it!


Listen Later

If you’re moving out of your house of 30 years, where do you even begin? 

Donna Rae lifts the veil of the professional packing, moving and liquidation service as the franchise owner of Caring Transitions in North Dallas. With 200 offices across the U.S., the business partners with seniors and their families to declutter, pack, move, and settle into their new home. Many seniors benefit from such a service especially as they downsize into smaller homes and senior living communities.

Donna shares her top tips for approaching a move and simple ways to get started - even if it’s intimidating. Her team’s strategy even works with seniors who have decades’ worth of belongings. She’ll also explain why it’s important to work with people who understand all aspects of the business and have strong knowledge of the senior population and this stage of life.

Takeaways from this episode:
-Start grouping your belongings into 4 categories: keep, donate, gift, and recycle. Use different types of bags / packing for each, like a trash bag for donations and a tote for gifts.

-Floor planning helps with layout and visualizing the new space. Measuring furniture will help give a greater idea of what will fit into this layout.

- A good moving service will help empower seniors to make decisions about their furnishings and what to leave behind while advising on what’s critical.

- Caring Transitions will “mirror” a home setup, so they’ll recreate portions of the space to make it feel like home for when you move in (like a nightstand setup).

- It’s important to communicate with adult children during the process, especially if the packing service finds legal documents or hidden cash (which is common with seniors with memory loss).

- Check pockets and furniture to make sure there’s no important items hidden away.

- With COVID-19, online estate sales are an increasingly popular way to help liquidate belongings from the comfort of home.

- In-home consultations (free) are a great way to determine how much the service will cost and to tailor individual needs.

Topics discussed in this episode:
- Tips for downsizing and decluttering
- Packing and moving seniors
- Online auctions and estate sales
- Moving into a senior community
- Packing service for seniors
- Liquidating belongings: Donating, gifting and selling

Resources mentioned in this episode:
Online Auctions/ Caring Transitions Bids:
https://ctbids.com/
Caring Transitions Brochure and next steps:
https://2c62c2be-18b3-4bab-b584-5c844cba4b48.usrfiles.com/ugd/2c62c2_7721ea8ebfde434e8ffe37d4027ba022.pdf
Learn more about Caring Transitions:
https://www.caringtransitions.com/home/fbclid/iwar1rvfazs2yxudguvcemblsski4x9u0pj3mx7enn5-wzxkhsaim1bjlkjda

To suggest a topic, be a guest or to support the podcast please email [email protected]
For more senior resources and to sign up to the newsletter please visit:
https://www.facebook.com/LoriWilliamsSeniorServices/
https://www.instagram.com/theloriwilliams/
https://www.linkedin.com/in/theloriwilliams/
https://loriwilliams-seniorservices.com/aging-in-style-podcast/

...more
View all episodesView all episodes
Download on the App Store

Aging in Style with Lori WilliamsBy Lori Williams Senior Services

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

32 ratings


More shows like Aging in Style with Lori Williams

View all
The Ramsey Show by Ramsey Network

The Ramsey Show

38,742 Listeners

The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,411 Listeners

The EntreLeadership Podcast by Ramsey Network

The EntreLeadership Podcast

4,349 Listeners

Pastor Rick's Daily Hope by PastorRick.com

Pastor Rick's Daily Hope

7,239 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

735 Listeners

20/20 by ABC News

20/20

11,771 Listeners

The Daily by The New York Times

The Daily

111,864 Listeners

Crime Junkie by audiochuck

Crime Junkie

366,047 Listeners

Sunday Sitdown with Willie Geist by Willie Geist, Sunday TODAY

Sunday Sitdown with Willie Geist

4,329 Listeners

The Dr. Hyman Show by Dr. Mark Hyman

The Dr. Hyman Show

9,362 Listeners

The Charlie Kirk Show by Charlie Kirk

The Charlie Kirk Show

49,268 Listeners

The Everyday Style School by Jennifer Mackey Mary

The Everyday Style School

509 Listeners

Fiction - Comedy Fiction by The Sunset Explorers

Fiction - Comedy Fiction

6,447 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

20,541 Listeners

Unlocked with Savannah Chrisley by PodcastOne

Unlocked with Savannah Chrisley

2,717 Listeners