What happens when the home you love no longer supports the life or community you want? In this thoughtful conversation, COO & CMO Stacey McKinnon interviews newly retired advisor Jason Naiman about how he and his wife, Sandy, have been weighing the decision between staying in their longtime home or moving into a retirement community. They explore the emotional and financial trade-offs: social connection, skill-building opportunities, maintenance-free living, built-in long-term care, rising monthly costs, and the impact on heirs. 

Tune in if you’re interested in…

* The pros and cons of staying at home vs. moving into a retirement community
* Why socialization and community can be critical for wellness in retirement
* How long-term care and memory care factor into retirement housing decisions
* The real financial costs, including entry fees, monthly increases, and estate impact
* How to navigate these choices with both practicality and compassion