S1 E3: Downsizing Series- Part 3: Downsize and Invest the Difference
Play • 14 min

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:

Hosted by Glory Gray of Glory Gray Wealth Solutions.

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Glory Gray

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Background Intro music “Positive Determination”
Other incidental and theme music by Purple Planet Music

This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.

All content © 2022 Glory Gray.

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