Videos / Audio Recordings

It's Not About The Stuff

If downsizing is on your radar and the question of what to do with all the "stuff" is holding you back, access my free seminar on a different perspective that may the the catalyst you need to spur you to action. You will learn how planning ahead keeps can keep you in control and how to foster open communication with support networks.

Tips for Keeping and Letting Go of Family Heirlooms

Family Heirlooms are a category that many downsizers struggle to sort through. Tips for deciding what to keep and what to set free.

Where Next Boomers?

In this video interview by Where Next Boomers, you learn the basics of downsizing for new retirees who are considering a move.

Tips For Choosing a Senior Community

What does it really take to plan for the later chapters of life? In this engaging session, Gregory “Moose” Penfold, a senior living professional with 15+ years of experience, shares the inside scoop on what to ask, what to look for, and what mistakes to avoid when considering your future housing and care options.

From staying at home with support to exploring independent living, assisted living, and memory care, Moose highlights the choices you may face and how to evaluate them with confidence. He’ll reveal the little things that make a big difference and why waiting for a crisis can limit your options.

Her Two Cents Podcast

Welcome to the Her Two Cents Podcast where your hosts Laura Webb and Faith Doyle come together as two female financial advisors with over 40 years of collective experience to provide a multigenerational perspective on all things money. Our goal is that through these conversations, we can normalize the way women talk about and view money.

Real Property St. Pete Podcast

David Vann is a Seniors Real Estate Specialist (SRES) and today, he’s talking with Jill Hart, who is also an SRES, focusing on helping seniors understand their options when it comes to housing and real estate. We discuss downsizing, right-sizing, and how to find the perfect place (or places!) as you age and your needs change.