In this episode of The Next Bit, Hannah McQueen and Mark Leishman explore the upsides and downsides of the biggest (and most misunderstood) financial decisions in later life: downsizing your home.

While it’s often seen as a simple strategy to unlock cash for retirement, the reality is far more complex. From emotional attachment and identity to timing, market conditions, and hidden costs, downsizing is as much a psychological decision as it is a financial one.

This episode leans into Hannah’s decades of experience as one of New Zealand’s leading financial advisors with topics including:

+ How much cash can you actually unlock from your home.

+ Why timing can make or break the outcome.

+ How poor planning can erode what should be your biggest financial “trump card.”

+ Also, the emotional weight of leaving a family home, the real-life consequences of being forced into a rushed decision later in life and much more!

If you’re thinking about retirement, supporting aging parents, or simply want to make smarter long-term financial choices, this episode is definitely for you.

Thank you!

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The Next Bit Hosts are:

Hannah McQueen - Founder of Brightly

Mark Leishman - New Zealand TV and Radio Broadcaster

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