One Online Course
Can Help You Get Moving
Toward a Joyful Retirement!

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!

Here's the problem:

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?

Staying put isn’t the only option you have in your retirement, and designing a happier life DOESN'T mean wiping out your savings!

This is a huge issue:

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.

Never had time to plan for your retirement? That's okay!

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... of the WORST things you can do for your happiness in retirement is to settle-for-less in the wrong home!

1500+ Success Stories

My mission is helping older adults move from Frustration to Freedom!

Hi! I'm Jill.

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?

That's where I can help.

Let me share some secrets about retirement living:

Secret #1: Moving doesn't have to be miserable, if you plan it right.

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!

Secret #2: You CAN afford to "live the dream"!

...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!

Secret #3: The right home for you is out there!

By matching your desired location, features, and budget with your lifestyle and care needs, you can find the best home for YOU in retirement.


Jill Kearney's

The Ultimate Planner for
Finding Your Next Home in Retirement

A NEW online course to help you find the right retirement home for you 

so you can best ENJOY your lifestyle, STOP WORRYING about your finances, and greatly IMPROVE your quality of life as you age!

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! 

The Ultimate Planner includes:

6 Learning Modules with 15 Instructional Videos

11 Downloadable Worksheets, Assessments, and Checklists

7 Bonus Resources for finding specialized results near you

FREE Confidence boost because you don't have to do this alone!

How it Works

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. 

Extra Guidance is Available!

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!

This course will empower you to confidently design and locate the best home for your retirement life, while avoiding the huge financial mistakes that thousands of retirees make every year because they didn't plan out this transition correctly.

Click Here to skip ahead if you're ready to register!

What's in the Course?

Module 1: Preparing for Departure

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:

  • Two eye-opening videos exploring the common challenges retiring adults face in selecting how to identify what has you "stuck," and how to use that as motivation for positive change
  • Tips on how "happy people" take control and create a better life
  • What's Keeping Me Feeling "Stuck"? checklist and assessment tool for identifying and assessing your personalized challenges 
  • Finding My Purpose Journaling Activity to examine what's really important to you, so when you start to look at new home options you keep your goals in sight!
  • Your Passport to a Joyful Retirement printable binder cover to keep your worksheets, notes, and research organized and easy-to-find!

Module 2: Traveling Light and Eliminating Excess Baggage

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:

  • Video example of why it's important to think through your "Must-Haves" and "Nice-to-Haves" BEFORE you start shopping, so you don't sabotage your retirement plan
  • Step-by-step video guide on what kinds of qualities and features you should dreaming about and planning for in your next home, and how to narrow down what's really important
  • New home "Must-Haves," "Nice-to-Haves," and "Don't Wants" Reference Checklist and summary tool for identifying and prioritizing your top features, a KEY COMPONENT for decision-making

Module 3: Navigating Uncharted Waters

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:

  • Eye-opening story about a real couple who moved over four times in retirement - to a different type of home each time - as their lifestyles and needs changed over time
  • Deep-dive video on "Senior-Focused Communities" and different levels of care
  • Teaching video exploring and assessing living solutions in the broader community (without age requirements)
  • Narrowing Your Housing Options Planning Activity to help you quickly eliminate and/or prioritize certain housing types before you start your research
  • ​​How to Find Housing Options in Your Target Area Bonus Resource packed with descriptions, links, and guides for finding different types of housing and senior communities near you
  • ​Aging-in-Place Bonus Resource with information on modifying a private home for safe and healthy aging, whether you stay in your current home or downsize

Module 4: Financing Your Journey

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:

  • Step-by-Step video guide to creating a Personal Financial Statement
  • Easy-to-use template for creating your Personal Financial Snapshot
  • Eye-opening video on Long-Term Care FACTS and COSTS, plus - how to calculate your possible costs
  • Simple Tutorial and Blank Fill-in Chart for estimating your own Long-Term Care needs and costs
  • ​​My Financial Facts Planning Activity to help you ASSESS your financial situation, DETERMINE your budget and ESTABLISH parameters to keep sales folks and realtors on track in meetings
  • ​Bonus: Questions to Ask Your Financial Advisor so you can get the most out of your strategic partnership

Module 5: Assembling Your Crew

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:

  • Helpful video guide about different experts who can weigh in on different aspects of your new home decision
  • Tips on preventing sabotage
  • The Legal Docs You Need to Take on This Journey BONUS checklist
  • How to Find Geriatric Care Managers Near You: what they do, how they can help you (with your OWN needs, or even those of your aging parents), and how to find one in your area
  • ​​Quick-glance cheat sheet of different helpful experts you may want to bring in

Module 6: Setting Sail

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:

  • Video guide to visiting real home options using your Passport documents as a guide
  • Real Homes: Collecting Facts worksheet to keep your visit appointments and contacts organized, plus record and assess details and features of each home you visit
  • Contacts for My Search and Move organizer to keep your move-related experts and contacts organized and always within reach
  • My Move Timeline planning activity to help you establish personal goalposts for finding your next home in retirement... and then actually getting there
  • ​​Supportive video guide to using the Real Homes: Comparing One to Another tool in assessing your choices and making the best one

Avoid making a $50k-$100k mistake and ending up in the wrong home for your lifestyle, health, and finances!

Click the registration button below to start moving towards your Joyful Retirement:

The Ultimate Planner for Finding Your Next Home in Retirement

6-module online course

  • Six Learning Modules with tons of video content ($600 value)
  • Downloads: worksheets, assessments, checklists, and charts to help you apply what you learn directly to your life ($450 value)
  • Bonus Resources: We've compiled the best resources for finding communities, specialized help, and more so you can research your options without the overwhelm! ($240 value)

Get the 6-module online course,
a $1290 value for ONLY:


Register Now!

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

Image of a laptop with a presentation screen depicting cartoon houses and the title, "From Frustration to Freedom: Exploring Home & Lifestyle Options for Your Best Retirement".


Looking for more information before you commit?

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.

Visit webinar registration page!

Our Guarantee

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.

It's more than just a course.

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:

Your Passport to a Joyful Retirement

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:

  • Your Top “Must-Haves,” “Nice-to-Haves” and “Don’t-Wants” Quick-Glance Summary
  • My Financial Facts quick-glance summary sheet to keep you AND sales people focused on your parameters
  • ​Worksheets and Comparison Charts for organizing facts about your new home options, and assessing them against each other
  • ​ Contact sheet for your dream team experts and community representatives
  • ​Customizable My Move Timeline (where you can map out goalposts for finding and reaching your dream retirement home!)
  • ​...and much more!

What are you waiting for?

The right home is out there... you just need to know how to find it!

The Ultimate Planner for Finding Your Next Home in Retirement

Get the 6-module online course -
a $1290 value - for ONLY:


What people are saying:

"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


How do I access the course after purchasing?

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

How long does the course take to complete?

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.

What if I already know where I want to live, is this course right for me?

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.

When are the Small Group Coaching Q&A Calls?

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.

What if I don't want to make this kind of investment in a course?

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!

Can I buy this course as a gift for someone else?

Yes!! Just send us a message at with "Gift Certificate" in the subject line and we'll help you get checked out.

I have a question that isn't answered here.

We're happy to help! Just send our team a message at