32 min

13: How to Navigate Downsizing with Stephanie Malbasa Your Best Financial Life

    • Investing

This week’s episode is an extension of a recent interview with Beth Giles, a professional organizer. Today’s guest, Stephanie Malbasa is an estate planning attorney with special insight on what it looks like behind the scenes of downsizing, having recently gone through the process herself. She shares her approach to dealing with the difficulties of letting go of keepsakes, traditions, and memories that are intertwined with your current home and how to embrace a new mindset on life. Along with this, she talks about the before, during, and after progression that happens during this transitional process. Join Scott Malbasa in this interview to learn more about how to navigate downsizing. 
 
Show Highlights: 
Recognizing a downsize needs to happen and the logistics of downsizing  Being selective about what you keep and what you get rid of  Fluctuating with the times and letting go of things that aren’t cohesive with modern time Acknowledging when it’s time to pass on responsibilities and embracing your family  Dealing with the fear associated with downsizing Understanding the importance of connection outside of tradition  Embracing the feeling of loss and making an attitude shift  Preparing for moving and the process of the move itself  Letting go of unpractical things and distributing amongst family members  Using the desire to downsize as motivation to act on it  The most surprising aspects of going through a downsize  The hardest part about downsizing  Branching out to different mediums to expand our knowledge   
Links: 
Contact Scott:
Scott@cordantwealth.com

This week’s episode is an extension of a recent interview with Beth Giles, a professional organizer. Today’s guest, Stephanie Malbasa is an estate planning attorney with special insight on what it looks like behind the scenes of downsizing, having recently gone through the process herself. She shares her approach to dealing with the difficulties of letting go of keepsakes, traditions, and memories that are intertwined with your current home and how to embrace a new mindset on life. Along with this, she talks about the before, during, and after progression that happens during this transitional process. Join Scott Malbasa in this interview to learn more about how to navigate downsizing. 
 
Show Highlights: 
Recognizing a downsize needs to happen and the logistics of downsizing  Being selective about what you keep and what you get rid of  Fluctuating with the times and letting go of things that aren’t cohesive with modern time Acknowledging when it’s time to pass on responsibilities and embracing your family  Dealing with the fear associated with downsizing Understanding the importance of connection outside of tradition  Embracing the feeling of loss and making an attitude shift  Preparing for moving and the process of the move itself  Letting go of unpractical things and distributing amongst family members  Using the desire to downsize as motivation to act on it  The most surprising aspects of going through a downsize  The hardest part about downsizing  Branching out to different mediums to expand our knowledge   
Links: 
Contact Scott:
Scott@cordantwealth.com

32 min

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