The Hidden Costs of Downsizing and Passing on Your Home

21/10/2025 27 min
The Hidden Costs of Downsizing and Passing on Your Home

Listen "The Hidden Costs of Downsizing and Passing on Your Home"

Episode Synopsis

Is your retirement plan built on old rules—or ready for the real-life twists and turns ahead? This episode of North Georgia’s Retirement Game Plan with Evan Ward tackles the myths of downsizing, the tax traps of leaving a home to heirs, and the complexity of claiming Social Security. Discover why spending volatility, emotional decisions, and legacy planning matter more than cookie-cutter advice. Learn how to adapt your income strategy, avoid costly mistakes, and build a flexible plan that fits your life—not just the averages. Ready to build your retirement gameplan? Visit https://atlasretirement.net/ to connect with Evan and his team today!See omnystudio.com/listener for privacy information.