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What if downsizing your home could actually upgrade your lifestyle in retirement?
In this episode, Tyson Thacker sits down with real estate professionals Jodi Rosko and Heather Fisher, co-hosts of The Downsizing Roadmap Podcast, to unpack how your home fits into your B.O.S.S. Retirement Blueprint. Together, they explore what it means to “dream first” when planning your next chapter; so your home aligns with your goals, your health, and your legacy.
We discuss:
- How to turn the equity in your home into retirement confidence and freedom
- The emotional side of decluttering: why memories matter more than things
- Three types of downsizers: debt-free dreamers, cautious planners, and equity investors
- Why early conversations with your kids can prevent conflict later
- How to spot red flags when choosing a 55+ or senior living community
- The mindset shift from accumulation to intentional living
- And more.
Resources:
Get your FREE B.O.S.S. Retirement Blueprint:
3 Ways to Respond:
- Text BLUEPRINT to (435) 500-0665
- Call: (800) 769-7550
- or Click Here
Connect with Tyson Thacker:
Connect with Jodi Rosko:
Connect with Heather Fisher:
About Jodi Rosko & Heather Fisher:
Jodi Rosko and Heather Fisher are real estate professionals and co-founders of The Downsizing Roadmap, a specialized program and podcast that helps retirees and families navigate the emotional and practical steps of downsizing with clarity and confidence. Through workshops, resources, and personalized guidance, they empower clients to plan early, declutter with purpose, and design a home that fits their next stage of life.
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Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. We are fiduciary financial planners who create custom retirement plans to help maximize social security and minimize tax and risk. Advisory services are offered through B.O.S.S. Retirement Advisors, a Registered Investment Advisory firm. Insurance products and services are offered through B.O.S.S. Retirement Solutions. Marketing materials are provided by Infinity Marketing Services.
This content is provided for informational purposes only. It is provided by third parties and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. We are not affiliated with any government agency including the Social Security Administration.
