Episode 334: Home Sweet Home: Smart Mortgage Strategies for Older Adults

Whether you’re downsizing, relocating closer to family, building a mother-in-law suite, or wondering if paying cash is really the best option, this episode is packed with practical advice for older adults and their families.

Host Chris Johnson, Attorney and Partner at Johnson McGinnis Elder Care Law & Estate Planning, is joined by Anna Cook, Originating Branch Manager with CrossCountry Mortgage, to discuss the financial strategies that can help make housing decisions support your long-term goals. Together, they explore financing options for retirees, purchasing a home before selling your current one, multi-generational home buying, adding accessory dwelling units, and common mistakes to avoid during the downsizing process.

If you’re planning your next move—or helping an aging parent with theirs—this conversation offers valuable insights to help you make informed decisions with confidence.

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Whether you are planning ahead or facing a sudden change, we are here to help you create a plan that gives you clarity, protects your assets, and supports your family.