As empty nesters, retirees often find themselves in homes that are simply too big. With adult children out of the house, empty bedrooms, and projects that need to get done to keep the property in great shape, continuing to maintain a home that made sense for decades can start to feel like a financial burden and a source of real stress.

This is why so many retirees start thinking about downsizing - and when they do, I recommend they read John and Ingrid Sullivan’s book, The Ultimate Guide to Downsizing: Downsize Your Life to Upsize Your Lifestyle. John and Ingrid are the owners of Senior Downsizing Experts in Arlington, Texas, where they help boomers, seniors, and children of aging parents with moves that can be challenging and emotional.

Today, John and Ingrid join the podcast to talk about the financial and emotional benefits of downsizing, the unique challenges and crises they help retirees work through as they help them move out of what are often family homes with decades of history (and belongings), and how to craft a downsizing plan and find a uniquely qualified downsizing dream team to help you make your next years the best they can be.

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected].

Show Notes: RetireWithPurpose.com/109

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Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's episode covers a client case study. Join Casey Weade as he walks you through his step-by-step process for helping a couple retire with purpose. Today's episode can also be accessed by visiting RetireWithPurpose.com/108

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected]. 

Show Notes: RetireWithPurpose.com/108

Rate & Review the Podcast: RetireWithPurpose.com/review

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Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kiplinger, titled A Widow's Broker Made a Huge Mistake. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/107 

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected]. 

Show Notes: RetireWithPurpose.com/107

Rate & Review the Podcast: RetireWithPurpose.com/review

Sign Up to Casey's Weekend Reading Email!

Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Today’s guest is George Schofield – an entrepreneur, consultant, author, and public speaker who helps businesses and individuals develop new, smarter approaches to life planning and retirement.

George is one of PBS’ Top 50 Influencers in Aging and has written on retirement and financial planning for Fox Business, Yahoo! Finance, Nasdaq, MarketWatch, and Credit.com, among many other outlets.

He’s also the author of How Do I Get There from Here: Planning for Retirement when the Old Rules No Longer Apply - a guidebook to help retirees navigate their golden years in a time when life expectancy is longer, savings are slimmer, and people rarely hold one job for life.

George has helped countless retirees get past the feeling of “I don’t know what to do” - and build a framework for life with change in mind.

Today, George joins the podcast to share his research from the cutting edge of retirement as we know it now, retirement in the future, and the psychology that goes into both. If you’ve already retired, or even if your retirement is decades away, there’s a good chance that his insights will prove highly valuable!

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected].

Show Notes: RetireWithPurpose.com/106

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from HuffPost, titled 4 Reasons to Avoid Multiple Financial Advisors. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/105 

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected]. 

Show Notes: RetireWithPurpose.com/105

Rate & Review the Podcast: RetireWithPurpose.com/review

Sign Up to Casey's Weekend Reading Email!

Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kiplinger, titled The 9 Types of People You'll Meet in Retirement. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/104 

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected]. 

Show Notes: RetireWithPurpose.com/104

Rate & Review the Podcast: RetireWithPurpose.com/review

Sign Up to Casey's Weekend Reading Email!

Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Choosing the right financial advisor is a big decision; one that can have a major impact on your life. Unfortunately, not all financial advisors are created equal - and if you’re not careful, it could cost you!

Today’s guest, Brad Johnson is here to offer a unique perspective. Brad is the VP of Advisor Development at Advisors Excel (the largest independent insurance brokerage firm in the US) and coach to the biggest and brightest financial advisors in the country.

He’s also the host of The Elite Advisor Blueprint® – a podcast for world-class financial advisors, whereby he distills the best advice from top thought leaders and applies it to the world of independent financial advising.

During this conversation, Brad pulls back the curtain and guides you through the process of selecting an independent financial advisor who is going to act in your best interests.

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected].

Show Notes: RetireWithPurpose.com/103

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Forbes, titled How To Turn Your Pension Cash Value Into The Most Retirement Income. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/102 

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected]. 

Show Notes: RetireWithPurpose.com/102

Rate & Review the Podcast: RetireWithPurpose.com/review

Sign Up to Casey's Weekend Reading Email!

Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Kiplinger, titled Observations from the Brink of Retirement. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/101 

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to [email protected]. 

Show Notes: RetireWithPurpose.com/101

Rate & Review the Podcast: RetireWithPurpose.com/review

Sign Up to Casey's Weekend Reading Email!

Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

We all know we need to talk to our parents about money. We all know that we need to get their affairs in order in case something happens, especially as they get older. However, life has a tendency to get in the way, we table these conversations for later, and we sweep them under the rug. This is a problem for many reasons, but no fact drives this home faster than a Fidelity study in which 69% of parents said they expected one of their children to manage their money, yet over a third of the children surveyed had no idea they were expected to fill that role.

Cameron Huddleston is on a mission to help facilitate these tough conversations. He’s the author of Mom and Dad, We Need to Talk: How To Have Essential Conversations with Your Parents About Their Finances. It’s an excellent, step-by-step guide to help you stop stalling and make plans with advice from Cameron’s own experiences as a daughter and financial expert, as well as other financial, legal, and elder care experts.

Today, Cameron joins the podcast to discuss the challenges she faced with her own aging parents that led her to write the book. We talk about why these conversations are so taboo (and what to do if your family pushes back on having them). She also gives a number of resources you can share with your parents to help you get a grasp on what their finances really look like, how to keep them protected from scammers in old age, and how to take action if your parents have already become impaired.

Show Notes: RetireWithPurpose.com/100

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading