In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents” break down what it really means to downsize your principal residence in today’s market. From the financial pros and cons, to the emotional challenges, to the surprising reality that a smaller home doesn’t always mean a smaller price tag. Whether you are planning for retirement or simply rethinking your space, this episode offers practical insight to help you decide if downsizing makes sense for you. Enjoy the e...
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In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents” break down what it really means to downsize your principal residence in today’s market. From the financial pros and cons, to the emotional challenges, to the surprising reality that a smaller home doesn’t always mean a smaller price tag. Whether you are planning for retirement or simply rethinking your space, this episode offers practical insight to help you decide if downsizing makes sense for you. Enjoy the e...
Wealth Advisors Stephen Ellis and Robert Wolfson (and Sue) provide an alphabetical recap of the year that was 2023. The Gents (and Sue) look in the rear view mirror to highlight the words which come to mind, from A to Z, when thinking about what made the news over the past year.
Dollars & Sense with a couple of gents
In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents” break down what it really means to downsize your principal residence in today’s market. From the financial pros and cons, to the emotional challenges, to the surprising reality that a smaller home doesn’t always mean a smaller price tag. Whether you are planning for retirement or simply rethinking your space, this episode offers practical insight to help you decide if downsizing makes sense for you. Enjoy the e...
