Tag: Senior Moving

For many older adults, a home is much more than four walls and a roof. It's where children were raised, holidays were celebrated, and memories were made over decades. It's also often the largest financial asset they'll ever own. Yet when it comes time to plan for retirement, aging in place, or a future move, many families don't know where to begin. Suzanne sits down with Certified Senior Real Estate Planner Cory Boldroff to discuss how to strategically use your home to improve your quality of life while protecting your financial future. Cory explains why senior real estate planning is really about creating choices.

Relocating an aging parent isn’t as simple as packing boxes and hiring movers. Every state has different laws, healthcare systems, financial assistance programs, and long-term care resources. Without careful planning, families can quickly become overwhelmed by unexpected legal, financial, and medical challenges. Suzanne and Lindsay Friedman welcome Melanie Gloede, franchise owner of CarePatrol serving the Dallas/Fort Worth area. Together, they share practical guidance for families who are considering moving an older loved one across state lines and explain how working with experienced senior care advisors can make the process significantly easier.

How can families be supportive during a senior loved one's downsizing to senior living, and when is it time for Mom to let professionals take over? Rebecca Bomann, CEO of SASH Services (Sell a Senior's Home), joins Suzanne to advise families during downsizing. Sometime families help, and sometimes they get in the way and make it more complicated than it needs to be. Her three tips: Let mom take ownership of the move; let professionals be the bad guy; and validate mom's emotional journey.

Rebecca Bomann, CEO of SASH Services (Sell a Senior's Home), joins Suzanne to expose two myths: 1) You can only sell your home successfully at certain times of the year, and 2) All real estate brokers are the same.

What are the obstacles to downsizing, and how can we get past them? Rebecca Bomann, CEO of SASH Services (Sell a Senior's Home), joins Suzanne to address obstacles people face as well as their solutions. Rebecca says, "I've sat in hundreds and hundreds of living rooms over the years that I've been providing these services, and my clients articulate to me why they don't feel like they can move even though they really want to or need to.

Rebecca Bomann, CEO of SASH Services (Sell a Senior's Home), joins Suzanne to talk about various options for downsizing and moving, including for those 55 and up, as well as the emotional journey of leaving the family home. Rebecca says, "Happily, there are so many options out there for seniors who are looking to downsize from their home, more and more living options, a greater variety of pricing options for people, amenities, activities. They're allowing pets more in these communities. There's a lot of open doors and opportunities. So it doesn't feel like clients are looking at kind of a barren landscape of where to go. There's a rich buffet of opportunity and options where people can live."

Sean Joseph, CEO of Jordan River Moving & Storage, joins Suzanne to talk about how to make your move as smooth and stress-free as possible. The better you prepare ahead of time, the smoother the move will be.

A lot of seniors get taken advantage of by moving companies. In this segment, Sean Joseph, CEO of Jordan River Moving & Storage, joins Suzanne to talk about how to avoid moving scams.

Sean Joseph, CEO of Jordan River Moving & Storage, joins Suzanne to talk about how to find trustworthy providers to help seniors with moving. This segment focuses on in-home estimates. Make sure items that are priceless to you are packed appropriately, and moving companies are there to provide these services.

If you're thinking about the next chapter of your life, and downsizing or senior living is on the horizon, this month Suzanne covers all aspects of the process, starting from the beginning. In this episode, Sean Joseph, CEO of Jordan River Moving & Storage, joins Suzanne to talk about how to plan, what to take with you, and how to find trustworthy providers to help seniors with moving. It's a monumental step for someone who's lived in the same home for more than 50 years, and often an emotional turmoil to depart from that home.