You don’t need to work longer, you just need a better plan. Schedule a consultation with this link to tailor a plan that suits your unique financial goals: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

"Unlocking your home's equity can transform your retirement dreams into reality."

Chapters
0:00 - Podcast Introduction
1:30 - What Is the Hidden Retirement Goldmine?
2:15 - The Value of Home Equity in Retirement
3:13 - Misconceptions About Downsizing
6:45 - The Financial Benefits of Moving
8:44 - Real-Life Success Stories
11:00 - Steps to Assess Your Home’s True Value
12:10 - Legal and Tax Implications
13:23 - Using Home Equity for Financial Security
18:35 - Downsizing Without Leaving Your Comfort Zone
21:40 - Health Tip: Sleep Better by Limiting Blue Light Exposure
23:00 - Recap: Finding Your Retirement Goldmine

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Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation. https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

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