Housing Decisions after Retirement - Heather and Dave dive in to the financial implications, tax considerations, and the need to align housing choices with lifestyle goals.

They discuss:

• the evolving nature of retirement housing
• the impact of family dynamics
• the benefits of renting before making a permanent move
• the complexities of retirement housing
• the hidden costs of moving
• the implications of reverse mortgages
• the importance of planning for lifestyle changes
• the challenges of assisted living
• the significance of passing down family homes
• the need for flexibility in retirement housing decisions

They offer practical advice for listeners on navigating these transitions and making informed financial decisions.