Periagoge
Scenario

When couples disagree about downsizing before retirement

My spouse wants us to downsize our house now to free up equity for retirement, but I'm not ready to give up the home where we raised our kids, and we're stuck because neither of us is completely wrong but we can't both be right. We've been having the same circular conversation for six months and getting nowhere.

More people experience this than they realize.

What we've seen

Two people are trying to balance practical financial needs with emotional attachments that can't be quantified.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Money in your 50s and 60s — the pre-retirement decade?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.