Chalk Talk: Exploring Retirement Housing Decisions

Chalk Talk: Exploring Retirement Housing Decisions

“MainStreet Chalk Talk”

The MainStreet Financial Planning Discussion Club

When: Tuesday 5-16-23 at 7:30pm Eastern; 4:30pm Pacific

~30-45 minutes

Recorded and able to retrieve for one week

How: Zoom Meeting, Free to current clients; $10 for guests

Email for the recording!

Exploring Retirement Housing Decisions

Hosted by: Jennifer Bush, CFP®

MainStreet Financial Planning

As people approach retirement age, one of the most significant decisions they face is where and how they will live during their golden years. Retirement housing decisions can be complex and involve many factors, such as budget, lifestyle preferences, and healthcare needs. Some people choose to downsize and move to a smaller home or a retirement community, while others prefer to age in place and modify their existing home to meet their changing needs. Each option has its own benefits and drawbacks, and it’s essential to weigh these carefully when making a decision.

Retirement housing decisions can also have a significant impact on an individual’s financial security. It’s important to consider the costs associated with each option, including home maintenance, healthcare expenses, and long-term care costs.

By exploring retirement housing decisions in-depth and seeking out expert advice and resources, individuals can make informed decisions that align with their goals and values. Whether downsizing, moving to a retirement community, or aging in place, taking the time to carefully consider all options can help ensure a fulfilling and financially secure retirement.

Topics Include:

  1. What are some considerations when choosing a retirement home?
  2. What are some common housing options for retirees?
  3. How much can you afford to spend in retirement?
  4. What resources are out there to help?


Exploring Senior Living –

What’s Your Retirement Housing Strategy?  – Kiplinger

5 Important Factors for Choosing a Retirement Location – My LifeSite

Jennifer Bush
Jennifer Bush

Jennifer has a background of over 15 years working in the financial services industry. Prior to joining Mainstreet, she worked 13 years for a wealth management firm helping to develop, create, and implement financial planning strategies for clients. Before that, she was a consultant and educator in the area of financial related employee benefits for SF bay area companies and their employees.

Get Started with Jennifer

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