4 Tips When Downsizing In Retirement

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Downsizing in retirement can be a stressful time, but if you can plan ahead and be prepared heading into that stage of your life, it'll make your life a lot easier.

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TIMESTAMPS
0:00 - Why Downsize?
0:41 - 1. Cash Flow
1:54 - 2. Accessibility
3:25 - 3. Prepare For Fees
4:45 - 4. Downsize Early
5:45 - Bonus Tip!

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DISCLAIMER: This presentation is for informational purposes only and should not be considered financial, investment, tax, or estate planning advice. All investments carry risk, and past performance does not guarantee future results. Any forward-looking statements are based on assumptions and may not reflect actual outcomes.

The content on this channel is for educational purposes only and does not provide specific investment or planning recommendations. Viewers should consult a qualified professional for retirement, tax, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for any decisions made based on this content.