21. Financial Planning for Seniors: What You Need to Know

In this episode, we’re joined by financial advisor, Beth Beebe, who specializes in helping people navigate money decisions with clarity and confidence.For seniors looking at downsizing, these conversations can be even more important to navigate upcoming decisions such as managing a fixed income or preparing for rising healthcare costs. This conversation covers the essential building blocks of a solid financial plan in your later years. If you’re downsizing, planning for retirement, or thinking about your legacy, this one’s for you.We talk about:Why financial planning looks different in your 60s, 70s, and beyondCommon mistakes to avoid when budgeting on a fixed incomeHow to prepare for healthcare and long-term care costsKey estate planning documents to have in placeWhat to know before hiring a financial advisorHow to protect yourself from scams targeting seniorsThis episode is packed with practical guidance and encouraging insights for anyone wanting to feel more secure about their financial future.🎧 Listen now and share with someone who might find it helpful. 📍 Explore more at: https://www.raymondjames.com/craig-capital/ 📞 Need help downsizing or planning your next move? Visit: www.downsizingroadmap.comIf you enjoyed this episode, don’t forget to leave us a review and Follow our show so you never miss a new episode. We’re here for your downsizing questions — on the podcast, in your community, and when you’re ready to move. As Realtors®, we can connect you with the right specialists to make your next chapter smoother. We’d love to hear from you!Get connected here ➡️ https://downsizingroadmap.com/help/Download our FREE Downsizing Guide: https://downsizingroadmap.com/guide/📧 Email us: [email protected]📱 Follow us on social:      Facebook     YouTube🌐 Learn more: www.downsizingroadmap.comJoin our private Facebook group, Downsizing & Decluttering for You or Your Parents | Downsizing Roadmap, where members ask questions and support one another through the process:: https://www.facebook.com/groups/downsizingroadmapcommunityLet’s simplify, declutter, and create space for your next chapter—together!