Episode 80 – Navigating Real Estate Decision in Retirement
August 15, 2025
Join Jeremiah Lee, Laura Lee and Randy Barkley as they unleash on the complexities of real estate decisions for those approaching or in retirement. This episode explores the emotional and financial aspects of downsizing, the role of real estate in your investment portfolio, and the tax implications of selling your home.
In This Episode:
– The emotional connection to your home and its impact on decision-making.
– Understanding real estate as an asset versus an expense.
– Tax considerations when selling a primary residence in California.
– The pros and cons of downsizing or transitioning to a condo community.
– Strategies for unlocking the value of your home for retirement income.
If you’re considering retirement or expanding your real estate portfolio, contact Tri-Court Advisors for personalized advice.
#RealEstate #RetirementPlanning #FinancialQuestions
Reach out at [email protected]
Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: [email protected]
Connect with Randy:
LinkedIn: https://www.linkedin.com/in/rkbarkley/
Email: Randy@tricordadv.com
This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.