Real Estate Decisions in Retirement: Sell or Stay?

January 13, 2026 • 00:47:40
Real Estate Decisions in Retirement: Sell or Stay?
Money Sense
Real Estate Decisions in Retirement: Sell or Stay?

Jan 13 2026 | 00:47:40

/

Hosted By

Karen Ellenbecker

Show Notes

When it comes to retirement, few decisions carry as much emotional and financial weight as what to do with your home. Should you downsize, relocate, or stay put? On this episode of “Money Sense”, host Karen Ellenbecker sits down with Tammy Niemann, Wealth Advisor at Ellenbecker Investment Group, to unpack the real estate crossroads many retirees face.

Tammy breaks down key considerations retirees should evaluate, including the pros and cons of downsizing, the financial and lifestyle impact of relocating, and when staying put may make the most sense. The conversation also covers topics such as reverse mortgages, housing market dynamics, and how real estate decisions can affect cash flow, taxes, and long-term planning.

Listeners will gain clarity on how to align housing choices with personal values, lifestyle goals, and overall retirement plans, so decisions feel intentional, informed, and confident rather than overwhelming.

#RetirementPlanning #RealEstateInRetirement #Downsizing #WealthPlanning #FinancialDecisions #MoneySensePodcast #EIGWealth

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com/

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group. 

Other Episodes

Episode

July 09, 2022 • 00:45:30
Episode Cover

Think like a Horse with Grant Golliher

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Grant Golliher, a horseman, proprietor of Diamond Cross Ranch, and the author of Think...

Listen

Episode

August 19, 2023 • 00:43:14
Episode Cover

The Journey's End with Michael Connelly

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Michael Connelly, Author of The Journey's End: An investigation of Death and Dying...

Listen

Episode 78

September 30, 2019 • 00:42:09
Episode Cover

9-28-19 - Jonathan Jackson - MKE Film Festival

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor is joined by Jonathan Jackson, CEO & Artistic Director of MKE Film about the upcoming MKE...

Listen