Welcome to Downsizing Your Home & Life Radio show, where it’s all about the challenges and steps to Stress Free Downsizing in order for you TO LIVE YOUR BEST LIFE!
We will discuss:
• Where to begin?
• How to select where to live?
• How to sort and monetize your Stuff
• Steps to value & list your home as well the moving process.
• Plus a financially rewarding path to create and enjoy living your NEW LIFE!
The Downsizing Coach, Anne Nouri, an experienced, Realtor, Auctioneer & Personal Property Appraiser brings you much needed information along with other Industry experts to help you create a financially rewarding path to Downsizing Your Home & Life.
Tax-Deferred Real Estate Investing: A Guide to 1031 Exchange Services ft Anthony
Anthony Alosi has been working as a Senior Vice President at First American Financial for 28 years. First American Financial is part of the Insurance industry located in California.
In this episode we go deep talking about;
What is a 1031 Exchange and How It Can Benefit Real Estate InvestorsTax implications of a 1031 exchange and the difference between the purchase price, sales price, and taxable amount.The Timeline of a 1031 Exchange from Contract to Sale of Real EstateOvercoming Challenges When Executing a 1031 ExchangeWho Qualifies for a 1031 Exchange in Real Estate
Find Anthony Online at:
Phone: (949) 885-2436
Email: aalosi@firstam.com
Contact us online at:
Phone: 1.800.240.6084
Email: anne@thedownsizingcoach.com
Visit Anne Nouri at, www.TheDownsizingCoach.com for additional information and resources.
5 Apr 2023
Who Will Take Care of Me When I'm Old
Joy Loverde is a leading consultant in the senior industry and a trusted advisor in aging and eldercare-related issues. The author of The Complete Eldercare Planner, Joy's work has been featured on Today, the CBS Early Show, NPR, and in USA Today and the Wall Street Journal. She lives in Chicago.
In this episode we go deep talking about;
Recognize that life transitions, including the process of growing old, can be manageable and not something to be feared or avoidedThe need to create a solid financial plan that takes into account your changing needs and circumstances.The significance of organizing all of your papers as you ageDownsizing process that allows you to focus on what truly matters, making this transition as smooth and stress-free as possible.The significance of life planning as you age, and why you need real estate and downsizing experts to assist you in this processRecognizing that caregiving never ends, but it can be challenging process at times
Books by Joy Loverde:
Who Will Take Aare of Me When I'm OldThe Complete Elder Care Planner Book
Find Joy Online at:
Email: jloverde@elderindustry.com
Phone: 312-282-3714
Contact us online at:
Phone: 1.800.240.6084
Email: anne@thedownsizingcoach.com
Visit Anne Nouri at, www.TheDownsizingCoach.com for additional information and resources.
14 Mar 2023
From Clutter to Cash: The Benefits of Auctions for Downsizing Homeowners
Penny Worley is the President of Worley Auctioneers and Appraisers, a firm she founded in 1994 to use the auction method of marketing to guide businesses, banks, government agencies, estates and individuals through transitions.
An auctioneer, appraiser and Realtor, she’s sold tens of millions of dollars in real and personal property. She specializes in asset recovery for businesses, banks and government agencies, and is an active member of the National Auctioneers Association (NAA), holding their prestigious Certified Auctioneers Institute (CAI) designation
In this episode, we go deep taking about:
The Advantages of Selling Real Estate through an AuctionImportance of Signing up with a Reputable Auctioneer and Things to Look Out forDealing with Out-of-Town Buyers Who Require ShippingThe Role of Sellers in an AuctionThe Auction Process and What it EntailsThe importance of obtaining a professional evaluation before deciding to part with your items
Find Penny online at:
Email; penny@worleyauctions.com
Phone; 513.774.9182
Website;Worley Auctioneers
Contact Information:
Phone: 1.800.240.6084
Email: anne@thedownsizingcoach.com
Keller Williams McLean
Prime Auction Solutions
6820 Elm St
McLean Va 22101
Keller Williams Palm Beach
Prime Auction Solutions
250 S Australian Ave.
Suite 1201
Weat Palm Beach FL 33401
Visit Anne Nouri at, www.TheDownsizingCoach.com for additional information and resources.
23 Feb 2023
Estate Planning 101: Understanding Wills, Trusts, and More for Your Future
Our guest today is Lindsey B. Sarowitz, a Senior Trust Officer at Sandy Spring Trust, bringing more than 10 years of experience in estate planning, probate, and trust administration. She was previously a trust and estate attorney at a Bethesda, Maryland-based law firm, and she also teaches "Wills and Estates" and "Probate in Maryland"
What we discuss in this episode today:
The defination of Estate planningSteps involved in estate planning from first to lastWhy estate planning is important to everyone, wealthy or not!What transpires in an estate planning if you have multiple children.How and why you should navigate Probate Ahead of Time What is power of attorney and why do you need one even if you're married?
Find Lindsey online at:
Email: LSarowitz@sandyspringtrust.com
website: Click Here
Visit Anne Nouri at, www.TheDownsizingCoach.com for additional information and resources.
15 Feb 2023
Assisted Living Residences: Understanding Your Options with Jeanina DiVittorio
Here's a guide to everything you need to know before making the move. One important aspect of preparing for a move to assisted living is downsizing and decluttering personal belongings. This can be a difficult process, but it's important to prioritize the items that will be most useful or meaningful in the new living space.
Here's everything we talk about in this episode;
What is assisted living and what are the services offered in the residencyThe difference between independent living, community living and a nursing facilityImportance of early preparations to someone moving into an assisted living residenceThe myths and misconceptions of people living in an assisted living residenceAdvantages of assisted living versus aging in your home
Find Jeanina DiVittorino online at;
Phone: 1-202-345-9665
Email: Jdivitt1@jhmi.edu
Book Recommendations:
Sky Above Clouds
Love's Way: Living Peacefully with Your Family as Your Parents Age
Visit Anne Nouri at, www.TheDownsizingCoach.com for additional information and resources.
30 Jul 2020
Enuff with the Stuff and Downsizing, Maria White & Anne Nouri
Great conversation about, Enuff with the Stuff and Downsizing, Maria White & Anne Nouri. Questions discussed during this episode.
What are the advantages and disadvantages of working with family or a professional organizer to help with Downsizing?Where should they begin the Organizational part of Downsizing?
New home location & sizeTimeline ( New construction, 55+, 2nd Home)Emotional Aspect of each room and evaluationEvaluation of Items to keep, auction or donate?
Resources for Auctioneer & Appraiser (Anne)“I paid a lot for this item”Resources for Donations/RecyclingItems with outletsThrift stores, Medication, Recycling centers, RestorePickup organizations: Purple Heart/VetSet a date on your calendar for a pickup to help you move forwardCheck with fire dept/pharmacyMoving – Day of
Packing boxes/labeling/Digital ImagesTake out trash, strip bedUnpackingFirst box outSuitcaseJewelry, medication, documentsWhere can they find a professional?
Maria White is a member of the National Association of Productivity & Organizing Professionals (NAPO). She began her organizing business, Enuff With The Stuff, in 2007 in Northern Virginia and won Organizer of the Year in 2012 in her local WDC NAPO Chapter. Maria has a podcast called Organize Your Stuff and can be found on social media under the name Enuff With The Stuff.
Visit Anne Nouri at, www.TheDownsizingCoach.com for additional information and resources.
1. I have so much stuff, where should I start?
2. What does “acid-free” and “archival quality” mean? Do I need to use it for preserving my images?
3. What should I do with all my books? Does anyone want them anymore?
4. How do I organize my photos?
5. What should I do with my videos/cassette tapes/audio recordings/old films be saved?
6. Should I donate my item(s) to a museum?
7. My kids don’t want my “stuff”, but I don’t want to throw it away. What can I do?
Visit Anne Nouri at, www.TheDownsizingCoach.com for additional information and resources.
17 Jul 2020
Downsizing & Your Junk, Brian Scudamore Founder1-800-Got-Junk & Anne Nouri
Downsizing & Your Junk, Brian Scudamore Founder1-800-Got-Junk & Anne Nouri
Brian's view about DownsizingWhen is the best time during the downsizing process that a client should contact and to discuss junk removal?How should clients prep for the downsizing journey and collection of items?What sort of items can and cannot be removed by 1-800-Junk?What are common requests made by clients and what should be avoided during their downsizing journey?What does 1-800-Got-Junk do with the items collected?How do they handle Estates for family members?How can sellers simplify the downsizing process?
Brian Scudamore is a serial entrepreneur and passionate people-person. Known for pioneering the professional junk hauling industry with 1-800-GOT-JUNK?, Brian started out as a scrappy kid in Vancouver, BC, with ambition and a big idea. Since then, he’s adapted the success of his first company to launch two additional brands in the painting, and home-detailing industries, with WOW 1 DAY PAINTING, and Shack Shine. His companies have been in the limelight for decades, on shows including Oprah and CNBC. Brian is a regular contributor to Forbes, and his story has been featured in noteworthy publications nationwide. A strong believer in ongoing personal and professional development, Brian regularly attends programs at MIT.For inquiries, contact pr@o2ebrands.com
VIsit Anne Nouri www.TheDownsizingCoach.com for additional information and resources.
13 Jul 2020
Your Finances, Wealth & Downsizing, David Kassir & Anne Nouri
Your Finances, Wealth & Downsizing, David Kassir & Anne Nouri
What does a home downsizing look like?
Is it better to Buy or Rent while considering Downsizing? Which is a better method?
When is the right time to work with a Financial Advisor ?
"I would like to continue working, how will that affect my retirement"?
We are considering selling our home what are the right steps to Downsizing?
Are there are major tax considerations in Downsizing?
David D. Kassir, AAMS, CMFC
With over 25 years of experience in private wealth management, David is dedicated to helping individuals meet their financial needs by developing investment plans and retirement plans around their long-term goals and risk tolerance. His extensive experience – throughout major shifts in the markets – enables him to help clients structure a balanced portfolio to address their specific financial goals..
David D. Kassir, AAMS, CMFC Managing Director - Private Wealth Management. dkassir@mannawealthmanagement.com
Contact: Anne@TheDownsizingCoach.com or visit www.TheDownsizingCoach.com
29 Jun 2020
How to appraise & determine value for all that "STUFF," Megan Mahn Miller MPPA
How to appraise & determine value for all that "STUFF," Megan Mahn Miller MPPA & Ane Nouri, Appraisers discuss best practices and challenges for determing the value of personal assets and collections, as well as qualificationss for hiring the right professional.
Discussion Topics:
1.What does an appraiser do?
Value assets for: estates, insurance, asset separation, business liquidation…
2.People tell me they are confused about value. How can one item have multiple values?
Value Catagories (Fair Market Value, Market Value, Retail Replacement value, partial loss value).
3.What should people look for in an appraiser?
ChecklistUSPAP
4.What if I just want to know what my item is worth?
Why you may not need a full appraisalUsually looking to sell if the item has valueTalk to an auctioneer who specializes in those assets
5.What are resources for people who want to research what their property is worth
Price, Cost, ValueEbay and other platforms
Megan Mahn Miller is an appraisal expert specializing in celebrity and rock n roll memorabilia, as well as unique difficult-to-value items. Her work includes valuing assets and consultation with celebrities, institutions, and heirs throughout the United States. Learn more about Megan Mahn Miller and Mahn Miller Collective, Inc. at www.mahnmiller.com.
28 Jun 2020
Top Auction Professionals Share insight to Downsizing, Beth Rose & Anne Nouri
International Auctioneer Champion Beth Rose and Anne Nouri discuss the following set of downsizing questions.
When do you know it’s time to downsize?If someone is thinking about downsizing where should they begin?If someone is thinking about downsizing what sort of timeline should they anticipate?Who is a good candidate for downsizing?Some people find the task of downsizing too overwhelming. What would you recommend to someone who feels themselves overwhelmed?How would someone coordinate all the moving parts in order to stay within their downsizing timeline?How do the millennials and Gen X feel about inheriting items from their parents when they downsize?What are the advantages to selling your home at auction?How do you know if you should list your home or auction your home?When downsizing should you sell your Personal Property first or your home first?From start to finish how long does the process of downsizing take?What if I begin downsizing and sell all my personal property but the sale of my home falls through traditionally?How have auctions evolved since the covid-19 pandemic?Where do you see real estate heading economically in 2021 and beyond? And what do you foresee as the new trends?
Beth Rose, CAI, AARE, AMM Beth Rose Real Estate and Auctions is owned by it's founder and second-generation auctioneer, Beth Rose. The company is headquartered in Maumee, Ohio with offices in Birmingham, Michigan, Indiana and Naples, Florida. Beth has dedicated her career to enhancing and giving back to auction industry. Beth servers as a National Auctioneers Association Education Institute Trustee she will be the new upcoming Vice President for the National Auctioneers Association. You can reash Beth Rose at www.BethRoseAuction.com
27 Jun 2020
Selling Your Real Estate & Downsizing, Karen Briscoe & Anne Nouri
Join Karen Briscoe & Anne Nouri discuss the topic of: Selling Your Real Estate & Downsizing
If I am thinking about downsizing, should I buy first or sell?
How do I value my Home?
Can I use the real estate web sites to predict the price of my home?
When is it the best time to sell my home?
What should I do prepare my home to sell?
How does the assessed value effect the market value of my home?
Should I list my home price higher, so that we have room to negotiate?
How does the sales commission work? Isn’t lower commission better?
How important is an Open House?
Why is there a home appraisal and what effect does that have in the sales process?
Karen Briscoe Bio Karen is the principal owner of the Huckaby Briscoe Conroy Group (HBC) with Keller Williams. The HBC Group has been recognized by the Wall Street Journal as one of the 250 Top Realtor® teams in the United States. Since 1977, HBC Group has sold over 1,500 homes valued at over $1.5 billion. Karen Briscoe is the creator of the transformative "5 Minute Success" concept. Her books Real Estate Success in 5 Minutes a Day: Secrets of a Top Agent Revealed and Commit to Get Leads: 66 Day Challenge® offer a combination of information and inspiration delivered through memorable stories.
VIsit www.TheDownsizingCoach.com for additional information and resources.
19 Jun 2020
Downsizing Your Home & Life with The Downsizing Coach Anne Nouri
In this launch episode, The Downsizing Coach discusses the steps and pitfalls to successfully downsizing your home & life to gain financial freedom and decreased worry. Be sure to subscribe to the show and share with friends.
Welcome to Downsizing Your Home & Life Radio show, where it’s all about the challenges and steps to Stress Free Downsizing in order for you TO LIVE YOUR BEST LIFE!
We will discuss:
· Where to begin?
· How to select where to live?
· How to sort and monetize your Stuff
· Steps to value & list your home as well the moving process.
· Plus a financially rewarding path to create and enjoy living your NEW LIFE!
The Downsizing Coach, Anne Nouri, an experienced, Realtor, Auctioneer & Personal Property Appraiser bringing you much needed information along with other Industry experts to help you create a financially rewarding path to Downsizing Your Home & Life.
Anne Nouri, AARE, BAS, CA, CAI, CREA, CCFA, CPPA, GPPA
Realtor®, Auctioneer, Appraiser
www.TheDownsizingCoach.com
For all of your downsizing needs, contact us at Info@TheDownsizingCoach.com
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