Should you stay, downsize, or move to a new state entirely? For many retirees, where and how you live are among the biggest financial decisions you will make. In today's episode of Purposeful Planning, we explore the financial and emotional sides of downsizing and relocation, so you can make the move that best fits your retirement picture. 

Sources: 

1. https://www.aspenwealthmgmt.com/resource-center/retirement/downsizing-or-relocating-retirement  
2. https://www.aspenwealthmgmt.com/resource-center/retirement/retirement-lifestyle  
3. https://smartasset.com/data-studies/where-retirees-move-2025  
4. https://turbotax.intuit.com/tax-tips/fun-facts/9-states-with-no-income-tax/c9RZgthD3  
5. https://www.aarp.org/money/retirement/retirees-top-states-2025/ 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. 

This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. 

Hosted on Acast. See acast.com/privacy for more information.