In Part 1, host Kirsten Howe and real estate agent Nathan Jines of Jines Real Estate Group talked about why more people 55 and up are choosing to relocate --- and how to make that choice on your own terms. Now, in Part 2, they get into the how. Nathan's first piece of advice flips conventional wisdom on its head: if you're financially able, buy your next home first, start living your new life, and let a full-service team handle the sale behind you --- decluttering, staging, repairs, negotiations, all of it, even from across the country. He shares how bridge lenders make buying first possible, why his East Coast clients never have to come back, and the lesson his own parents learned on their way to a happy new life in Portugal. Kirsten and Nathan also explore what buyers in this stage of life are really looking for --- community and connection first --- including the story of clients who traded a 2,500-square-foot Oakland home for a 1,000-square-foot condo on Yerba Buena Island and gained the city lifestyle they'd been dreaming of. The through line: your health and peace of mind matter more than any house sale. If you missed Part 1, start with Episode 207 --- then come back for the practical playbook. Time-stamped Show Notes: 0:00 Introduction 0:40 To kick things off, Kirsten asks the big logistical question: if you own a house and want to buy another, what comes first? 1:05 Nathan's answer flips conventional wisdom: if you're financially able, purchasing first and knowing where you're going is exponentially better than selling first and moving twice. 1:40 A lesson from Nathan's own family --- his parents moved into an Airbnb first, and his stepdad later admitted he wouldn't have tried to sell their belongings; he would have just donated them. Today, they're happily settled in Portugal. 2:30 Did you know? Bridge lenders can use your current property as collateral to help you move into your next place. 3:00 Selling completely remotely --- Nathan's clients move to the East Coast and never come back. His team handles clearing out the house, staging prep, painting, landscaping, and inspections, while sellers review contracts, sign documents, and make decisions from anywhere. 4:10 Kirsten's takeaway: as the seller, you don't have to stick around if it doesn't work for you. 4:40 Why moving first makes the new life real: when you're spending time with the grandkids or relaxing by your new pool, you're not thinking about that old couch you've had for 30 years. 6:40 Some clients want to be hands-on with the decluttering, and the timeline is theirs, even if it takes six months to empty every closet. 7:15 Nathan's guiding principle: the mental and physical health of the person matters more than any house sale. 7:50 The emotional side of leaving --- for some, not being there to watch the furniture leave a 30-year home is much better emotionally. 9:30 Next, Kirsten and Nathan discuss trends in what 55-plus buyers are looking for—number one: people need relationships and community, whatever that looks like for them. 10:15 From 2,500 square feet to 1,000, one of Nathan's clients traded a Redwood Heights home full of wonderful things for a brand-new Yerba Buena Island condo with no garage, and got the San Francisco city lifestyle they wanted in their 60s. 11:30 "Lighten your life" --- Kirsten's word for the trend: get rid of things, get rid of obligations, and free yourself from the need to repair the roof while still owning your own place. Take the Next Step in Your Estate Planning Journey If this episode resonated with you, we'd love to help you with your own estate planning needs in California. Schedule a complimentary discovery call with our team at Absolute Trust Counsel. During this no-obligation conversation, we'll: Learn about your unique situation and goals Answer questions about our services Determine if we're the right fit to work together Visit https://absolutetrustcounsel.com/scheduling/ or call 925-943-2740 to schedule your free discovery call today. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a couple second and it helps spread the word about the podcast. Episode Credits: The Absolute Trust Talk podcast is brought to you with the help of Q2Mark, led by Chief Marketing Officer Susie Hays. Since 2016, Q2Mark has partnered with Absolute Trust Counsel on all marketing communications—from brand development and website design to this podcast series with over 192 episodes, social media management, video production, and more. If you're business owner looking for comprehensive marketing support, visit Q2Mark.com.
