When the kids move out and the house gets quieter, life—and your finances—enter a whole new chapter. In this episode, Dave and Nick talk about the often-overlooked financial opportunities (and pitfalls) that come with becoming an empty nester. From downsizing and budgeting to increasing retirement contributions or finally testing the snowbird lifestyle, this is your chance to reimagine the next stage of life.
https://youtu.be/4nZfHhDv_kA
What You’ll Learn


How becoming an empty nester creates new financial flexibility


Tips for reevaluating your budget, savings goals, and mortgage


Why this is a prime time to ramp up your retirement planning


The emotional (and financial) difference between “empty nester” and “off the payroll”


Why having honest conversations with your adult kids is more important than ever


How grandkids and geography might play into your future plans


Real stories from Dave and Nick’s own families


Listener Takeaway
Whether you’re already in the empty nest phase or you see it on the horizon, use this time intentionally. Make a plan. Talk to your spouse. Talk to your kids. And most of all—know how your choices today will shape your retirement tomorrow.

📞 Ready to Reassess?
At Shotwell Rutter Baer, it all starts with a no-pressure fit meeting. Visit srbadvisors.com or email us at [email protected] to take the first step.

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