America’s Wealth Management Show with Dean Barber

Rightsizing vs Downsizing: What's the Difference?

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Have you ever heard of the term rightsizing? If not, that’s OK. We’ll explain. According to the American Seniors Housing Association, rightsizing is the process of “asking what’s really important, then aligning the way you live with those values, goals and needs.” We couldn’t agree more with the ASHA, as Modern Wealth’s Guided Retirement System was designed around that same line of thinking.

Retirement Plan Checklist: https://www.modwm.com/retirement-checklist/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=rightsizing

What Is Longevity Risk?: https://youtu.be/OMoWFA7_NiE

Rising Costs of Long-Term Care: https://youtu.be/DxNTbK4UG3U

Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

Family Financial Planning: https://youtu.be/MX0SvvCwnww

Making a BIG Purchase in Retirement: https://youtu.be/0FJcmc7psd4

Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=rightsizing

Schedule: https://www.modwm.com/meet-with-a-top-financial-advisor-in-kansas-city/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=rightsizing

Check out our other podcast!

The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow

 

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