Welcome back to Kitchen Table Finance, where we serve up bite-sized financial wisdom with a side of common sense. In this episode, Dave and Nick tackle one of the biggest financial questions for retirees: Should you buy a house in retirement—or just stay put?
Here’s what’s on the table:



Why timing the housing market is just as tricky as timing the stock market


The emotional side of downsizing—yes, those red velvet ropes for the kids’ old rooms count!


Why small homes are in big demand—and what that means for prices


Mortgages in retirement: fact vs. fiction (Hint: You can get one)


The pros and cons of paying off your mortgage vs. keeping your investments liquid


Real-life scenarios showing the costs of “downsizing” and whether it actually saves you money


Alternatives like renting, reverse mortgages, and bridge loans


The surprising truth about homeownership and wealth-building


https://youtu.be/P5JAiS8dDuY
The big takeaway?
It’s not just about the numbers—it’s about your goals, lifestyle, and peace of mind. Whether you're dreaming of a maintenance-free condo or a cozy ranch to age in place, there are lots of options to make it work.
Need help sorting through the details of your own housing plan? Let’s chat. Start with a free, no-pressure Fit Meeting to see how we can help you build a retirement that fits you.
👉 Visit srbadvisors.com or email us at info@srbadvisors.com to get started.
🎧 Don’t forget to subscribe so you never miss an episode of Kitchen Table Finance!