In the previous episodes of our series, we’ve talked about what retirement will look like for you. We covered how you can create a budget, or what I like to call a “mindful spending plan.” We learned about the 4% rule and how it helps you figure out how much money you need to retire. Today we’re going to give you some final tips before you make your move.

• Deciding where you’ll live and the cost of living in your new community. 
• Rent a home or buy a home? 
• What to do with a lump sum: Pay down your mortgage or invest it? 
• Downsizing tips from Melody Oshiro, owner of “Organize to Optimize.” 
• How Glory and Squatch downsized.

Resources in this episode:

• Organize to Optimize 
• “Downsizing the Family Home: What to Save and What to Let Go,” by Marni Jameson. 
• “100 Tips for a Better Life.” by Ideopunk 

Hosted by Glory Gray, BSc Finance, MFA

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