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America's Wealth Management Show

Rightsizing vs Downsizing: What's the Difference?

24 Aug 2023

Description

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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