Real Estate Advice for the Solo Ager
There can be both practical and emotional sides to moving. Sarah Forti and Gina Bass of Forti homes work with clients on both. Listen along as we discuss the lifecycle of moving, including buying, selling, and considerations specific to older adults and solo agers.
Sarah Forti is a lifetime resident of the Philadelphia and Main Line area with over 16 years of real estate experience and the founder of the Forti Homes, Keller Williams Devon-Wayne team.
She is a fierce advocate for her clients and a wealth of knowledge in all things real estate. She has represented hundreds of home buyers and sellers on their most valuable investment.
Gina Bass is a licensed social worker turned real estate professional who specializes in helping and supporting individuals who are transitioning into their next phase of life by assisting them in finding their “right sized” home.
With 6 years of experience in healthcare (including time at Friends Life Care) and a year of experience in the real estate industry, she brings a unique perspective to her work and the Forti Homes team.
Resources:
/ sarahwoodforti
/ regina-bass-7411a554
https://www.friendslifecare.org/aging...
If you have any questions or would like to reach Sarah or Gina, you can send them an email at [email protected] or [email protected], call them at 610-688-0115, or check out their website at www.fortihomes.com.
0:23 - Introduction to the Podcast
0:54 - Introduction of Sarah Forti and Gina Bass from Forti Homes
1:58 - Sarah and Gina's Expertise and Background
2:07 - Starting the Conversation About Potentially Moving
3:45 - The Importance of Early Conversations with a Realtor
4:47 - Guiding Clients Through Options Well Ahead of Moving
6:02 - Helping Older Adults Assess whether Moving is Right for Them
7:39 - Understanding Clients' Hopes, Dreams, and Goals
9:43 - Addressing the Emotional Side of Moving
11:13 - Coordinating Resources and Support Services
13:23 - Balancing Financial and Emotional Aspects of Moving
16:01 - Explaining the Emotional Attachment to Homes
18:06 - Discussing Options for Preparing a Home for Sale
20:18 - Coordinating with Financial Advisors and CPAs
23:04 - Utilizing Additional Resources for Downsizing and Aging Population
27:04 - Involving a Lender in the Decision-Making Process
28:31 - Friends Life Care Advertisement
29:01 - Challenges of Aging: Loneliness and Isolation
29:08 - Recommendations for Living Areas
31:04 - Safety Considerations for Living Spaces
33:01 - Planning Ahead: First Floor Living
33:06 - Laundry Accessibility
35:02 - Community Engagement and Social Activities
37:05 - Considerations for Neighborhood Living
38:38 - Seeking Recommendations from Friends and Family
40:01 - Importance of Planning Ahead
41:49 - Summary of Real Estate Advice
43:23 - Conclusion and Contact Information
(C) 2023 Friends Life Care. All Rights Reserved.
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