The Downsizing Roadmap Podcast

Thinking 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” ...

Are 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’l...

If 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 Bene...

Some 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...

In 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 ye...

If 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.

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If 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...

When 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 ...

Facing 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 re...

10 Days to Jumpstart Your Downsizing Journey

Feeling 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...

Is 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 d...

Downsizing to 1200 Sq Ft – A Room-by-Room Guide

Are 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 ser...

Helping Your Parents Downsize – A Practical Guide for Adult Children

Are 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 supp...

In 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...

Thinking 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:

Letting Go or Holding On – How to Handle Family Heirlooms

What 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 ke...

Is 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 long
• What you should shred immediately to pro...

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 plan...

Downsizing 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 smoo...