Shows
The Downsizing Roadmap Podcast28. Are You Saving It or Avoiding It? How to Spot Hidden Clutter TrapsSome clutter hides in plain sight—disguised as good intentions, future plans, or memories we think we’re preserving. In this episode of The Downsizing Roadmap Podcast, we unpack the hidden clutter traps that sneak into your home and your mindset.Whether it’s the “someday” box, the craft supplies you’ll get to one day, or the heirlooms you’re saving for kids who don’t want them, this conversation helps you spot what you're truly avoiding.We dive into:The psychology behind “just-in-case” clutterHow to tell emotional value from practical useQuestions to ask when you’re stuc...2025-07-3043 minThe Downsizing Roadmap Podcast27. What to Keep When the Kids Are Grown (and Say They Don’t Want Anything)You saved it all—the baby clothes, the school projects, the toys. But now your adult kids say… they don’t want any of it. So, what should you actually keep?In this episode of The Downsizing Roadmap Podcast, we’re getting real (but keeping it light) about what’s worth saving from your kids’ childhood and how to finally let go of the rest without guilt.We’re covering: ✔️ Why it’s emotionally hard to release kid memorabilia ✔️ How to have the “reverse inheritance” conversation ✔️ What adult kids actually appreciate (spoiler: it’s not bins of trophies) ✔️...2025-07-2336 minThe Downsizing Roadmap Podcast26. Decluttering for a Fresh Start: How to Make Space for What’s NextIs your home filled with things from past seasons of life? It's time to make room for what’s next. In this episode, we’re rethinking decluttering—not as a chore, but as a fresh start.You’ll learn how to let go of what no longer serves you and create space for the lifestyle you want now. Whether you're planning a move, simplifying your routines, or just craving more breathing room, this conversation will inspire you to reset your home and mindset.What You’ll Discover in This Episode: ✔️ Why decluttering doesn’t have t...2025-07-1628 minThe Downsizing Roadmap Podcast25. The 12-Month Downsizing Journey: A Season-by-Season Guide to a Lighter LifeThinking about downsizing but overwhelmed by the idea of doing it all at once? In this episode, we share a 12-month, season-by-season downsizing plan that helps you clear space and lighten your life without the stress of a last-minute purge. Whether you’re preparing for a move or simply want less clutter, this gentle, realistic approach allows you to start anytime and move at your own pace.We’ll guide you through how each “season” of the year can support different parts of the downsizing process, from clearing easy spaces and building momentum to letting go of sentimen...2025-07-0938 minThe Downsizing Roadmap Podcast24. The Myth of the Perfect Time: Why You Should Start Downsizing NowAre you waiting for the “perfect time” to start downsizing? The truth is, that day rarely comes—and waiting can cost you more than you realize.In this episode, we unpack the myth of the perfect time and why so many people delay downsizing until it’s urgent. We share the hidden financial, emotional, and physical costs of waiting too long, along with simple, practical ways to start downsizing now, even if you don’t feel “ready.”You’ll learn:Why “someday” often becomes “too late”How to replace “ready” with “willing”The real-life costs of waiting, including stat...2025-07-0236 minThe Downsizing Roadmap Podcast23. The VA Benefit Every Senior Veteran Should Know AboutIf you're a veteran—or love someone who is—and you're navigating a big life transition like downsizing or aging in place, this episode is for you. We’re joined by elder law attorney Rachael Houck of Houck Menninger Law to talk about veterans benefits that often go overlooked, especially Aid & Attendance and how it can support the cost of care.We cover everything from VA eligibility myths, to pensions and Survivor Benefit Plans, to why it’s essential to have the right estate documents before a...2025-06-2533 minThe Downsizing Roadmap Podcast22. Which Downsizing Type Are You? 5 Ways People Declutter and What Actually WorksSome people keep everything “just in case.” Others are deeply sentimental. And some are ready to toss it all and start fresh. Sound familiar?The truth is, there’s no one-size-fits-all approach to downsizing. But there are patterns—and recognizing your personal style can make everything easier.In this episode, we walk through the 5 most common downsizing types—and how to work with your habits instead of fighting them. Whether you’re downsizing alone or navigating the process with a partner or sibling, this episode will help you understand your tendencies, reduce tension, and take the...2025-06-1840 minThe Downsizing Roadmap Podcast21. Financial Planning for Seniors: What You Need to KnowIn this episode, we’re joined by financial advisor, Beth Beebe, who specializes in helping people navigate money decisions with clarity and confidence.For seniors looking at downsizing, these conversations can be even more important to navigate upcoming decisions such as managing a fixed income or preparing for rising healthcare costs. This conversation covers the essential building blocks of a solid financial plan in your later years. If you’re downsizing, planning for retirement, or thinking about your legacy, this one’s for you.We talk about:Why financial planning looks different in your 60s, 70s...2025-06-1139 minThe Downsizing Roadmap Podcast20. Can I Stay Here? How to Know if Your Home Works for Aging in PlaceIf you’ve ever looked around your home and wondered, “Can I really live here long-term?” — this episode is for you.As more adults choose to age in place, it’s essential to take an honest look at whether your current home will support that goal. In this episode, Jodi and Heather walk through a full home assessment, from front door to back yard, to help you evaluate whether staying is safe, realistic, and aligned with your lifestyle.You’ll learn:The most common red flags to watch forHow to evaluate layout, stairs, bathrooms, lighting, an...2025-06-0439 minThe Downsizing Roadmap Podcast19. What Do I Do With All These Photos? A 5-Step Downsizing PlanIf you’ve ever opened a closet and found stacks of albums, shoeboxes of old prints, or random framed photos stuffed in drawers… you’re not alone. For many of us—and especially those helping a parent or grandparent downsize—the photo pile is one of the most emotional and paralyzing parts of the process.In today’s episode of The Downsizing Roadmap Podcast, we’re tackling one of the most common questions we hear: 👉 “What do I do with all these photos?”From blurry duplicates to irreplaceable family treasures, we break down exactly how to navigate your...2025-05-2839 minThe Downsizing Roadmap Podcast18. Legal Peace of Mind for Seniors and Their Families with Rachael HouckWhen you’re planning a move later in life—whether to a smaller home, a senior living community, or closer to family—there’s one piece that often gets overlooked: legal planning.In this episode, we’re joined by Rachael Houck, elder law attorney and partner at Houck Menninger Law. Rachael shares what every downsizing senior (and their adult children) should know about estate planning, long-term care, and how to avoid the most common legal mistakes families make during major transitions.We cover:What elder law actually includes (and how it’s different fr...2025-05-2141 minThe Downsizing Roadmap Podcast17. Downsizing Disagreements: Finding Common Ground As A CoupleFacing downsizing disagreements? Downsizing is never just about the stuff—it’s about timing, emotions, identity, and often... compromise. And when you’re not on the same page with your spouse or partner? The whole process can feel even more overwhelming. Listen now to find out how you can find common ground as a couple.In this episode, we’re digging into one of the most common downsizing roadblocks: what to do when one person is ready to start letting go, and the other is dragging their feet—or holding on tightly.Whether you’re fee...2025-05-1446 minThe Downsizing Roadmap Podcast16. Feeling Stuck? Try This 10-Day Downsizing Kickstart10 Days to Jumpstart Your Downsizing JourneyFeeling overwhelmed about where to start with downsizing? You’re not alone—and the good news is, you don’t have to do it all at once. In this episode, we walk you through a simple, 10-day plan to help you build real momentum without burnout.Each day focuses on one small task that’s totally doable—and surprisingly effective. From clearing flat surfaces to facing stuck categories and making that first donation drop, this episode gives you the encouragement and strategy you need to finally get going.You’ll l...2025-05-0744 minThe Downsizing Roadmap Podcast15. Shifting Gears: Knowing When It’s Time For Seniors to Stop DrivingIs it time to talk to a loved one about giving up the keys? This episode of The Downsizing Roadmap Podcast explores one of the hardest transitions families face: deciding when it’s time for a senior to stop driving.Our guest, Mark Healy of Senior Care Authority in the Dayton/Cincinnati area, shares expert advice from the Beyond Driving with Dignity program—a nationally recognized resource designed to help families evaluate senior driving ability with compassion, dignity, and objectivity.Whether you’re concerned about a parent’s safety behind t...2025-04-3044 minThe Downsizing Roadmap Podcast14. Downsizing to a Smaller Home: What to Keep in Every RoomDownsizing to 1200 Sq Ft – A Room-by-Room GuideAre you trying to fit your life into a smaller space—but not sure where to begin?In this episode, Jodi and Heather break down the process of downsizing to a 1200 square foot home, one room at a time. From kitchen cabinets to closet space, they’ll walk you through the essentials you actually need—and what you can confidently let go of.We’ll talk about how to:Determine what truly serves your lifestyleCreate a functional and beautiful living space without the clutterUse...2025-04-2341 minThe Downsizing Roadmap Podcast13. Helping Your Parents Downsize: A Step-by-Step GuideHelping Your Parents Downsize – A Practical Guide for Adult ChildrenAre you facing the task of helping your aging parents downsize—but unsure where to start? Whether they’re moving to senior living, relocating to a smaller home, or simply ready to declutter, this episode walks you through the emotional and practical side of the process.It’s not just about boxes and logistics—it’s about relationships, timing, and knowing how to support your loved ones through a major life transition with care and clarity.What You’ll Learn in This Episode:When to reco...2025-04-1639 minThe Downsizing Roadmap Podcast12. The Top 10 Pitfalls of Downsizing & How to Avoid ThemIn this episode of The Downsizing Roadmap Podcast, we uncover the top 10 hidden pitfalls people face when downsizing and offer practical solutions to avoid them. Downsizing is a big life change, and many overlook crucial steps in the process that can cause unnecessary stress and regret. Whether you're downsizing for retirement, lifestyle, or other reasons, this episode will guide you in navigating the journey smoothly and with intention.Key Takeaways:Planning Ahead: Avoid rushing the downsizing process by starting 6-12 months in advance.Emotional Attachment: Downsizing is emotional—learn strategies to...2025-04-0943 minThe Downsizing Roadmap Podcast11. Estate Sales 101 – What You Need to KnowThinking about having an estate sale but not sure where to start? In this episode, we’re joined by Lezlie Burks, owner of Options Estate Sales, who shares her expert advice on how to navigate the estate sale process with confidence and clarity.Whether you’re downsizing, handling a loved one’s estate, or clearing out a home full of items, estate sales can feel overwhelming—but they don’t have to be.What You’ll Learn in This Episode:What exactly is an estate sale, and how does it work...2025-04-0238 minThe Downsizing Roadmap Podcast10. Guilt-Free Guide to Handling Family HeirloomsLetting Go or Holding On – How to Handle Family HeirloomsWhat do you do when every item has a story? Family heirlooms carry history, meaning, and emotions, making them some of the hardest things to part with during downsizing. Whether you're sorting through a loved one’s belongings or deciding what to keep for future generations, this process can be overwhelming.In This Episode, We Cover:How to decide which heirlooms to keep, pass down, or let goWays to honor family history without keeping everythingWhat to do when fami...2025-03-2644 minThe Downsizing Roadmap Podcast9. Conquering Paper Clutter – What Stays, What GoesIs your home buried under stacks of old bills, receipts, and paperwork? You're not alone! Paper clutter is one of the biggest challenges when downsizing, but it doesn’t have to be overwhelming. The good news? You don’t need to keep everything, and there are simple systems to stay organized moving forward.In This Episode, We Cover:The essential documents you must keep—and for how longWhat you should shred immediately to protect your identityHow to digitize important records and free up spaceThe best filing...2025-03-1940 minThe Downsizing Roadmap Podcast8. Navigating Senior Living Options: Independent, Assisted, or Memory Care?Downsizing often involves considering a move to a senior living community—but how do you know which option is right for you or a loved one?In this episode, we break down the different types of senior living communities, from independent living to assisted living and memory care. We’ll cover what each option offers, how to assess personal needs, and the key factors to consider when making this important decision. Whether you’re planning ahead or facing a time-sensitive transition, this episode will give you the knowledge and confidence to make informed choices.W...2025-03-1238 minThe Downsizing Roadmap Podcast7. Selling Your Home When Downsizing: Maximize Value & Minimize StressDownsizing often starts with one big step—selling your home. But where do you begin? How do you make sure your home sells quickly and for the best price?In this episode, we break down everything you need to know about getting your home market-ready while navigating the emotional and logistical challenges of downsizing. Whether you’ve lived in your home for decades or just a few years, these expert tips will help you transition smoothly into your next chapter.What You’ll Learn in This Episode:The must...2025-03-0540 minThe Downsizing Roadmap Podcast6. Protecting Your Home and Legacy – Special Guest Anne Taylor Talks Titles, POA, and Deed FraudBuying, selling, or inheriting a home comes with more than just financial decisions—it requires understanding the legal side of homeownership. From ensuring your title is clear to protecting yourself against deed fraud, there are crucial steps every homeowner should take to safeguard their property.In this episode, we sit down with Anne Taylor from M&M Title Company to uncover what you need to know, including:What a property title is and why it mattersThe role of a Power of Attorney (POA) in real estate transactionsHow de...2025-02-2643 minThe Downsizing Roadmap Podcast5. The Mindset Shift You Need Before DownsizingDownsizing isn’t just about clearing out a house—it’s about navigating the emotions that come with it. The fear of change, the weight of memories, and the uncertainty of what comes next can make the process overwhelming. But what if downsizing wasn’t about loss, but about making space for something new?In this episode, we explore:Why downsizing feels so emotional and how to work through itThe fears that hold people back—regret, uncertainty, and loss of identityHow to reframe downsizing as a step toward freedom, not just an end to something familiarThe deep emoti...2025-02-1943 minThe Downsizing Roadmap Podcast4. Declutter Without Regret: Lessons from "Keep the Memories, Lose the Stuff"In this episode of the Downsizing Roadmap Podcast, we dive into Keep the Memories, Lose the Stuff by Matt Paxton, one of the nation’s top downsizing and decluttering experts. Drawing from his years of experience on Hoarders and Legacy List, Paxton shares practical strategies and heartfelt stories about helping people let go of excess while preserving what truly matters.We’ll break down the book’s key takeaways, from shifting your mindset about possessions to creating a downsizing plan that feels empowering rather than overwhelming. Plus, we’ll connect Paxton’s insights to the same relationship-based approach w...2025-02-1243 minThe Downsizing Roadmap Podcast3. The Unique Challenges of a Downsizing Move...and Who Can Help!Downsizing isn’t just a typical move—it’s an emotional, logistical, and sometimes overwhelming process that requires extra care and expertise. In this episode of The Downsizing Roadmap Podcast, we dive into why downsizing moves are so much harder and the hidden challenges you may not expect. More importantly, we’ll introduce you to the resources and support systems you might not know exist—like estate planners, senior move managers, donation services, and more. Learn how to build your 'downsizing dream team' to make the process smoother, less stressful, and even rewarding. Whether you’re planning a move for yourself...2025-02-0538 minThe Downsizing Roadmap Podcast2. Downsizing Made Easy with the 80/20 RuleListen as we explore how the 80/20 Rule—also known as Pareto’s Principle—can simplify and supercharge your downsizing process. We’ll break down what the rule means, how it applies to decluttering and prioritizing your belongings, and why focusing on the most valuable 20% of your possessions can create the biggest impact on your space and peace of mind. Whether you're downsizing for a move or just looking to simplify, this episode is packed with practical tips to help you let go of the excess and focus on what truly matters. Tune in and discover how the 80/20 mindset can transfor...2025-01-2945 minThe Downsizing Roadmap Podcast1. Your Guide to Downsizing Starts HereWelcome to the very first episode of The Downsizing Roadmap! In this introductory episode, we’re excited to share what this podcast is all about and how it can support you, your family, or your clients in navigating the often-overwhelming process of downsizing.Join us as we explore why downsizing is more than just clearing out clutter—it’s about creating space for a new chapter in life. We’ll give you a sneak peek into the topics we’ll cover in future episodes, from tackling sentimental items and decluttering strategies to choosing the right new home and workin...2025-01-2235 min