Sherri Stephens, President and CEO of Stephens Wealth Management Group, discusses the “ins and outs” of becoming a snowbird/sunbird with fellow Financial Planner and Founder of Pearl Planning, Melissa Joy. Thinking about becoming a snowbird? Not sure where to start? Take a listen to hear more about Sherri and Melissa’s journeys to second home ownership …
Snowbirds
Episode 9: Thinking About Downsizing Your Home?
Thinking about downsizing your home? As you approach retirement or become an empty nester, it’s important to understand the dynamics of the current real estate market and how to best prepare for this significant housing transition. What key factors should you consider when evaluating the market? How can you effectively plan for the next phase …