More and more older adults are choosing to sell their homes or downsize as they enter retirement. There are a number of reasons for this trend. For one, many find that they don't need as much space as they did when raising a family. Additionally, maintaining a large home can be expensive and time-consuming. Downsizing to a smaller home or condo can free up a lot of time and money. Retirees may also want to downsize to simplify their lives and reduce their possessions. In this podcast, we’re joined by Senior Real Estate Expert Dayna Wilson from Keller Williams Realty to discuss some of the important things to consider when selling a home and moving during your later years in life. Together we will talk about,

  • How to prepare for a home sale
  • Some common mistakes older adults make when considering a move
  • What older adults need to take into consideration concerning their health and well-being
  • How to choose the right realtor

And more.

Moving can be a challenge no matter what stage of life you’re in, but when it comes to moving post-retirement, there are many unique situations an individual or family must consider. It’s not just about buying and selling a property but finding the right living solution for the older adults and their families to ensure everyone is thriving. If you’re considering a move or know someone who is, we hope this episode will help act as a guide to a smooth and more peaceful transition.

P.S. Looking to meet with Richard or Angela at our office in Alamo, CA? Want to discuss more of what you heard in this episode? Wondering where the heck you need to get started or what all of this means for your retirement plans? Schedule a free 30-minute session and find the peace of mind you deserve for the rest of your life. You can also reach us by calling 925.736.6410 or sending an email to

“Instead of seeing this as something to be endured and something that’s really terrible, instead see it as a sale. We all get excited on black Friday, and we rush out into the stores to buy these things that have been ridiculously marked down. Think about the markets in the same way. ‘Oh, yay, a sale! What cash do I have hanging out on the sidelines that I could reallocate to take advantage of this sale?”

We’re proud to present you with our “Know Your Possibilities Guide,” a tool and free resource for you to take notes, review, keep on hand, or even share with your friends and family. So grab your copy, click the play button, and follow along. You’re just minutes away from discovering your next Place of Possibility.

A Glance at this Episode:

0:00 Introduction
4:22 What are the major considerations that older adults should be thinking about when it comes to planning a move? It’s more than about the home. Listen in as Dayna shares her insights.
6:11 We are not just physical beings. We also have to think about our emotional and mental wellness. Lifestyle is a big part of moving. Here’s what you need to know.
7:31 The next part of planning is to think about your finances. Where do we stand? What will we need in the future?
9:39 With so many items to consider it’s not hard to be overwhelmed. Press play now to hear how Dayna walks clients through the planning process.
11:08 Next, Dayna is sharing some of the most common mistakes she sees people make when preparing for a move.
11:31 An important thing to know is that you do not need to struggle through this move alone. There are service providers and professionals who can offer the necessary support needed.
13:07 How do people decide when to move out of state?
16:16 Did you know? Tennessee is the top state that retirees are moving to. Why? Start listening now to find out.
18:00 We’ve talked a lot about the mental preparation for moving, but what about the physical?
18:21 There’s a difference between a lifestyle or amenities, and a current care or crisis move. Start listening now for more.
20:35 If a home needs some fixing up before you sell, these three things will help a home sale in any situation.
23:35 Pro Tip: Open up a preliminary title report. Listen in as Dayna tells how this exposes hidden issues and costs associated with a property.
25:12 Don’t forget the natural hazards report, sidewalk ordinances, automatic earthquake, and other requirements that should be taken care of be for your list a property.
26:15 We always get a lot of questions about whether clients should buy first, sell first, or do it all at the same time. Listen in as Dayna shares her recommendations.
28:47 What are the best ways to pick a realtor? What factors should people consider when looking? Here’s what you need to know.
32:48 How does a consumer obtain background information on a realtor they are thinking about working with?
35:58 Wondering if you need to stage your home? Dayna shares her insights here.
38:57 Q&A: Are we still in a seller’s market?
40:30 Q&A: People downsize and then find out they want more room. Is that what’s really happening out there?


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How to get in touch with Dayna!
Dayna Wilson
DRE #01781285


Links/Resources Mentioned in this Episode:

“One-size-fits-all” won’t fit you here! The Del Monte Group team understands that everyone’s financial goals are unique. That’s why we always provide customized advice. No matter where you are in life, you can depend on our proven expertise to provide financial planning support for long-term success. Ready to get started? Schedule a meeting with Richard or Angela in our Alamo, CA based office today or we can meet via Zoom! >> You can select a date and time that works for you via our calendar, call us at 925.736.6410, or send an email to We can’t wait to help you!

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