8 Essential Tips BEFORE you Downsize in Retirement (Canada)

Steve describes 8 factors to help establish a framework for making a decision on downsizing your home in retirement.

Steve Willems, CFP®, FEA, BA
Wealth Advisor, Willems Wealth Planning Group | Assante Financial Management Ltd.

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🔎 Sources referenced 🔎
Ipsos Report: https://www.ipsos.com/en-ca/news-poll...

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🎬 S E L E C T S C E N E S 🎬

0:00 - Intro
0:51 - The Data on Downsizing in Retirement
1:27 - Factor 1
1:57 - Factor 2
3:07 - Factor 3
4:02 - Factor 4
5:10 - Factor 5
6:11 - Factor 6 and 7
8:07 - Factor 8
8:53 - Will you regret the downsize?

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