Selling Your Home in Retirement? Watch This Before You Do
📅 Schedule a Portfolio Risk Review
https://calendly.com/jeremy-basewealthmanagement
Selling a home after decades of living there is about much more than real estate.
In this video, Jeremy Riggs, CFP®, walks through the emotional and financial realities that often come with major life transitions like selling a longtime family home, retiring, shifting income sources, and planning for the next chapter of life.
After meeting with a client preparing to sell the home he had lived in for 50 years, Jeremy explains how excitement for a fresh start was quickly mixed with uncertainty around taxes, retirement income, investment risk, and legacy planning.
Together, they worked through several key financial planning strategies, including:
• Understanding the capital gains exclusion after selling a home
• Preparing for future tax payments
• Creating retirement income streams beyond the home sale
• Building an income-focused investment portfolio
• Reviewing portfolio risk and market exposure
• Updating trusts and estate planning documents
• Structuring a long-term retirement roadmap
This video highlights why retirement planning is not just about investments or spreadsheets. It’s about creating confidence during major life transitions and helping people move forward with clarity instead of fear.
If you’re preparing for a major financial decision like selling a home, retiring, downsizing, or reevaluating your legacy plan, this conversation will help you think through the questions many people overlook.
Schedule a portfolio risk review to better understand how your investments align with your goals, timeline, and comfort level during market changes.
Subscribe for more videos on retirement planning, tax strategies, portfolio risk, estate planning, and financial guidance for life’s biggest transitions.
#RetirementPlanning #FinancialPlanning #Retirement #EstatePlanning #Investing #PortfolioManagement #Taxes #RetirementIncome #WealthManagement #JeremyRiggs
New Videos Every Week
Subscribe on YouTube so you never miss a new episode.
Take the Next Step
Ready for Real Answers?
Book a free 15-minute call with a fiduciary advisor. No obligation, just a direct conversation about your goals.
Free, no obligation, fiduciary
BASE WEALTH MANAGEMENT is an SEC-registered investment adviser and offers advisory services in jurisdictions where it is properly registered, notice-filed, or otherwise exempt from registration requirements. Base Wealth Management renders individualized responses to persons in a particular state only after complying with applicable SEC and state regulatory requirements or pursuant to an applicable exemption or exclusion. Registration with the SEC does not imply a certain level of skill or training. Different types of investments involve varying degrees of risk, including the potential loss of principal. Past performance is not indicative of future results, and there can be no assurance that any investment strategy will be successful. There is no guarantee that any portfolio will achieve its investment objectives or outperform any benchmark or index.
Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.
This material is provided for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. It does not constitute tax or legal advice. References to market indices are for context only. Consult a qualified financial professional before making any financial decisions.
BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current and prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis. A copy of our current ADV Part 2 Brochure is available at adviserinfo.sec.gov.
The Retirement Reality Check is an educational tool intended to help individuals identify areas that may warrant further planning discussion. It is not a financial plan, investment recommendation, or guarantee of retirement readiness.
Statistics cited on this page are drawn from third-party research and are provided for general educational context only. Individual circumstances will vary. 1,2,5 Employee Benefit Research Institute (EBRI), 2023 Retirement Confidence Survey. ebri.org. 3 Federal Reserve, Report on the Economic Well-Being of U.S. Households (2023). federalreserve.gov. 4 Federal Reserve, Survey of Consumer Finances (2022). 5 Vanguard, How America Saves (2023); National Institute on Retirement Security, Retirement Insecurity 2024.
 ·  ·  · regarding Compliance & Regulatory information.