Episode 11 – The Softer Side of Planning: Downsizing and Retirement
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Do you know about the softer side of financial planning?
Planning isn’t all about conducting technical quantitative analyses. In fact, Tim Scannell and his team spend half of their time helping clients with more subtle planning items, called “transition points.”
Today, Tim explains how you can prepare for two major transition points—downsizing and retirement.
In this episode, you’ll learn:
- About HighTower Great Lakes’ unique approach to financial planning that additionally focuses on transition points
- What the common examples of transition points are
- About popular downsizing-misconceptions
- How Tim Scannell helps clients’ parents downsize
- About Tim and his wife’s experience with using a five-focused checklist when they downsized
Join Tim now to learn what goes into the process of downsizing and how he can help you through it!
Resources: HighTower Great Lakes