Too many people are missing out on a really great retirement because they stayed too long in the wrong home.
This ultimate guide contains all of the obvious and not-so-obvious steps you need to take in making this big decision in retirement - straight from a nationally-recognized home transitions and senior living expert, Jill Kearney!
Many older adults feel “stuck” in their current situations, and that's keeping them from fully enjoying their retirement.
A lot of times, it’s the house that is no longer working. Maybe it's too much space, which means too much to maintain, too much to clean, too much to heat and cool, and too much "stuff" in storage.
Or, maybe the house is great, but they chose this location because of a job or a school district that is no longer in the picture. And the neighbors, who they've spent decades with, raising kids and sharing lives and backyard barbecues, have moved on too... so, what’s keeping them there?
I have heard over and over from financial advisors that retirees often make COSTLY mistakes - we're talking in the neighborhood of $50k-$100k - because they over-bought when choosing a retirement home and ended up spending the cash that was supposed to go towards doing all the things they loved - like traveling, playing golf, or dining out. They end up stuck in a gorgeous new home... but unable to enjoy their new-found freedom in retirement.
Using The Ultimate Planner for Finding Your Next Home in Retirement can help you AVOID making an expensive mistake by following a straightforward yet comprehensive process. All it takes is some careful assessment, creative thinking, and the confidence to go boldly after what makes your heart happy! It also means learning how to say “no” when faced with an offer that doesn’t fit your financial profile and the flexibility that you desire to have in your new lifestyle.
This course is comprehensive and will show you how to overcome the emotional, mental, physical, and financial challenges keeping you “stuck” so that you can enjoy your life more fully. When you complete this course, you won’t just have a PLAN; you’ll have the powerful tools you need to put that plan into ACTION.
So if you have never thought about what your retirement life or home should look like, the best thing you can do for your future is to start right now! Because, after all...
...one of the WORST things you can do for your happiness in retirement is to settle-for-less in the wrong home!
Over a decade ago, I started a company called Specialty Moves by Design (formerly Senior Moves by Design), to help adults over 55 experience the streamlined process I have used on my own personal moves. My team and I have partnered with over 1,500 older adults who experienced my “Joyful Move Process” as they transitioned from family home to retirement home. We always say it starts with downsizing and decluttering, but honestly?
It starts with a place.
And not just any place. That special place that’s calling you to make it your new home.
I’m one of those crazy people who loves moving! I’ve moved seven times in my life and plan to move a few times more. Plus, with over a decade in the Senior Living Industry, and time spent planning my own retirement while I care for my 92-year-old mother, I've figured out a thing or two about what works and what doesn't. There is information out there about retirement living... but it's not all in one place and can be hard to find. And how do you even know what information you need for your unique situation and lifestyle?
In fact, moving for your retirement could be the best decision you ever make! And downsizing to shed some of that "weight" can feel amazing and have serious benefits!
...IF you're willing to put in the time and effort to find the right home for your lifestyle AND finances. That's what this course will help you do!
By matching your desired location, features, and budget with your lifestyle and care needs, you can find the best home for YOU in retirement.
The Ultimate Planner for Finding Your Next Home in Retirement is an online course that requires no special software to run! The learning content is organized into 6 learning modules. Each module includes multiple learning videos and downloadable tools, worksheets, checklists, and exercises to help you apply what you've learned immediately to your own life. PLUS, you'll receive resource sheets on a variety of relevant topics to help you find specialized information, tailored just for you.
You’ll reach the end of the course with a clear and comprehensive, detailed plan - designed just for you - so you can move toward your own Joyful Retirement!
When you register for the course, you'll get access to all the learning content immediately, which means if you speed through a module, you don't have to wait a whole week for the next one!
But don't let all the information and worksheets overwhelm you - you’ll have permanent access to all the learning content so you can work through the videos and activities at your own pace, and even re-watch videos as you need to.
This course is designed to guide you through DIY-ing this big decision, but if you want more specialized guidance and advice, we also offer a Small-Group Coaching package! In addition to full access to all the course materials, you will be invited to three Q&A calls where Jill will answer your specialized questions, live on air. PLUS, you’ll also have access to our private Facebook Group where your fellow course attendees will be sharing their own challenges, solutions, ideas, and support!
There are common challenges faced by most adults in or approaching retirement, that keep them “stuck” in their current living situations and unable to fully enjoy their new-found freedom.
This module is all about identifying your specific challenges so that we can work together towards solutions and alternatives.
In the two powerful activities we’ll take a close look at your current living situation as well as the optimal retirement lifestyle you want.
What's included in this module:
This module is all about determining your new home "Must-Haves," "Nice-to-Haves," and "Don't-Wants! Knowing what you want in your retirement home is important, but equally important is what you don’t want and do not want to pay for.
In this Planning Activity, you will create a list of what your ideal retirement home looks like. This is the first step in narrowing down where you will be looking to live and what type of home you want to be looking for. This tool is especially crucial in leading conversations: with those you’re living with, with realtors, with community sales managers and with family members who may be influencing your final decision. In the end, you deserve to have your needs met, feeling like you are in control of this process.
What's included in this module:
So, now that you have narrowed down what is most important to you in a new home and where it should be, let’s look at the possibilities.
This module is all about understanding the housing options available to folks 55+ today!
In this jam-packed module, we’ll be breaking down over a dozen different living solutions: some in Senior-Focused Communities, and other housing options in the broader community, such as aging-in-place, living with family, and even senior home-sharing.
We'll talk through the differences between 55+, Independent Living, and CCRC's, (and dispel some myths about them!) In addition, we'll cover the different levels of care that are offered in different types of senior communities. We will even take a look at several innovative cost-saving solutions (such as small-space living and home- sharing) as well as adventurous alternatives for the most active of retirees!
What's included in this module:
Now it’s time to give our dreams a reality check - and that doesn’t mean throwing them away! In this module you will comprehensively evaluate your personal financial situation so you can best match your finances to your housing and lifestyle desires.
We'll talk about how to create your personal financial statement, how to calculate your Long-Term Care costs (and why this is critical!), and even look at what questions you should be asking your financial planner for the best guidance and outcome. And if finances usually freak you out, no worries! You might, for the first time in your life, feel like you have a clear picture that will empower you to move ahead with confidence.
The two easy-to-use financial tools will set you up to successfully assess your financial parameters, and the "My Financial Facts" worksheet will help make those parameters clear to community sales representatives and realtors. Completing this set of financial activities will prevent you from compromising your entire lifestyle plan by spending more on a home than you can afford.
What's included in this module:
In this module, we'll discover the EXPERTS who can help you along your journey. We'll look at different kinds of financial, legal, health, and insurance advisors, and talk about how they can both validate and troubleshoot your plans for your new home in retirement.
We'll also talk about how to keep your dreams from being sabotaged, so you can keep your plan on track.
Plus, we've included three ultra-helpful Bonus Resources to help you prepare for your journey to a new retirement home.
What's included in this module:
Now it's time to take all this thinking, planning, assessing, and research and put it into action!
We'll talk about how Your Passport to a Joyful Retirement brings everything together, and how to use it in real life. A new organization tool will help you collect real facts about homes you're considering (including how well they meet your "Must-Haves" and "Nice-to-Haves"), PLUS it will help you schedule visits and keep all the details in one place.
Then, we'll get to the final part of this journey: the time to make a decision! Our powerful comparison tool will let you examine each home, side-by-side, comparing apples to apples. The step-by-step video will help you make sense of this comparison and determine which home is the best fit!
What's included in this module:
6-module online course
Get the 6-module online course,
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Once you click the “Register Now” button above, you’ll be taken to our secure checkout. After your registration is complete, you’ll be sent an email receipt. Then, your course portal login information will be sent to the email you provide during registration.
As soon as you get your course portal login info, you are ready to start working through the course at your own pace!
If you have any technical or customer service questions, feel free to contact our team at email@example.com
Join Jill in a free webinar called "How to Identify Your Best Retirement Living Options... and Move Past the Overwhelm!" We'll dive into the housing content from Module 3, give you some free home-finding resources from the course, and tell you a little more about the process covered by the full-length course!
Click the button below to register for free.
We are in the business of helping people reach their Joyful Retirement through education, careful planning, and compassionate guidance. If for any reason you are not satisfied with the content and potential impact it will have on your life, we will refund your tuition 100% within the first 14 days of the course. No hoops. Just send us an email.
This course is overflowing with powerful tools to help you create your plan, put it into action, and boost your confidence in meetings with salespeople, financial planners, care managers, and more! Together, these tools and documents become:
This powerful portfolio will summarize all of the activities you complete in each module, so you have a complete plan to take to marketing meetings, or to reference in discussions with your family.
This will keep the results of all your hard work easy to find so you can be confident in your answers and decisions as you start activating your plan for a Joyful Retirement.
Your Passport to a Joyful Retirement summarizes your work on your new-home journey and includes:
Get the 6-module online course -
a $1290 value - for ONLY:
"In a persuasive, informative way, Jill asks you the right questions about where you are in your life and home that you can answer without fear or anxiety. Her practical guidance will give you the best help you can get in your decision making process. She knows just how to gently guide you through the process of deciding where your best home can be. Jill is the best example of the phrase,
'Home is Where the Heart Is.'"
- Gretchen Krasley, attended Jill's live seminars
"The course was very informational, the presenter was inspirational, and overall the program rates an A+! Jill is the best!”
- Robert Swoyer, attended Jill's live seminars
“I love and enjoyed your class. Took it two times! All very valuable and helpful ideas. Have recommended the classes to several people; have shared the information with my family. Jill, you are a fantastic teacher and presenter. Very caring and professional! Very entertaining too! A joy to attend your class. Very valuable information! Thank you, thank you, thank you!!!”
- Lana Fetner, attended Jill's live seminars
“Presentation style is great - you are positive, show how anything can be done and have so much information to impart. Thank you for showing us how to do it ‘right’!”
- Liz Adone, attended Jill's live seminars
When you complete the easy registration and checkout process we'll send you an email from Jill Kearney's Virtual Classroom! This email will contain a unique-to-you login link where you can set your password for your course portal. Just follow the link, choose a password you'll remember, and login! All your course materials will be loaded into your course portal, and you'll be able to track your progress as you work through the modules. (If you have ANY technical issues, just send us a message at firstname.lastname@example.org)
This course is designed so that each Module should take you about 1-2 hours to listen to and to complete the exercises. However, most people will spend more time during that week on self-reflection and personalized research.
We designed this course for flexibility, knowing everyone is going to be a little different! When you sign up, you get instant access to ALL the modules in your learning portal. This means that, if you speed through one module, you don't have to wait a whole week for the next module to be released! On the flip side, it also means you can take as long as you need to work through all the videos and activities to get the most out of the course.
This course goes DEEP in discovering what you truly need and want out of a home, plus it guides you through the process of making that dream a reality. If you’ve already picked out your dream retirement home, the financial and implementation tools in this course can prove extremely valuable in confirming your decision and troubleshooting any issues you may run into. Plus, you’ll make sure that dream home you’ve picked out is indeed the right place for your lifestyle and finances so you don’t end up in the wrong place or spending more than you can afford.
After you register for the course, our team will reach out to sign you up for your three Small-Group Coaching Q&A calls. Can't make a scheduled call? Every Q&A call will be recorded and emailed to you to watch at a later date. We aim to have the recordings sent out about 24 hours after the call takes place. Even if you can't make the live call, you can still submit a question for Jill to answer! We'll be sending you details on how this all works after you register.
I hear over and over again from financial planners that their clients are making huge mistakes when it comes to shopping for a retirement home… and it ends up costing them in the neighborhood of $50k-$100!! (Yikes!!) This course will help you develop and strengthen your individual requirements (physical, emotional, and financial!) so you can make confident decisions, select the right home for your lifestyle AND finances, and avoid those costly mistakes. So really, this little investment could save you $50k-$100k!
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