J.R. Whelan

speaker

21,375 appearances 574 recordings 1 series first heard Oct 2017 last heard Aug 2024

J.R. Whelan’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Why Downsizing Your Home Isn’t the Money Move It Used to Be · 13 Oct 2023 podcast

I'm J.R. voice-verified

Whalen for The Wall Street Journal. voice-verified

Many Americans approaching retirement put downsizing their home on their to-do list to buy a smaller house to fit their needs and to raise some extra cash. voice-verified

But downsizing isn't the sure thing it once was. voice-verified

What options do prospective downsizers have? voice-verified

We'll talk to Wall Street Journal personal finance reporter Veronica Dagger after the break. voice-verified

Older Americans often downsize to a smaller house to simplify their lives and bolster their finances. voice-verified

But in the current economy, the math might not be in their favor. voice-verified

Wall Street Journal personal finance reporter Veronica Dagger joins me. voice-verified

So, Veronica, how common is downsizing among retirees? voice-verified

How small a home do older Americans typically shop for, and what are they finding in the market? voice-verified

Wow, it sounds like the same set of issues that are facing younger Americans who want to buy or move. voice-verified

How are mortgage rates affecting older Americans' ability to downsize? voice-verified

But if people have built up equity in a much larger house, wouldn't a sale allow them to afford a smaller place even if prices have gone up? voice-verified

So what options do older Americans have? voice-verified

You actually spoke to people who upsized. voice-verified

What do they tell you about that? voice-verified

Is there a tax benefit to putting off downsizing? voice-verified

That's Wall Street Journal personal finance reporter Veronica Dagger. voice-verified

And that's it for your Money Briefing. voice-verified

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