The Downsizing Roadmap Podcast
Welcome to The Downsizing Roadmap Podcast, your go-to resource for navigating the emotional and practical challenges of downsizing. Whether you’re helping a senior loved one transition to a smaller space, embracing minimalism, or simply looking to simplify your life, this podcast offers expert tips, heartwarming stories, and actionable advice to guide you every step of the way.
Join us as we share insights, interview trusted vendors, and explore real-life journeys of letting go and moving forward. Tune in to find inspiration, solutions, and support for creating a lighter, brighter future.
Subscribe today to make downsizing manageable—and maybe even fun!
Meet Your Hosts:
Jodi Rosko and Heather Fisher
Realtors and Downsizing Specialists
The Rosko Group
Keller Williams Community Partners
https://downsizingroadmap.com/
The Downsizing Roadmap Podcast
18. Legal Peace of Mind for Seniors and Their Families with Rachael Houck
When you’re planning a move later in life—whether to a smaller home, a senior living community, or closer to family—there’s one piece that often gets overlooked: legal planning.
In this episode, we’re joined by Rachael Houck, elder law attorney and partner at Houck Menninger Law. Rachael shares what every downsizing senior (and their adult children) should know about estate planning, long-term care, and how to avoid the most common legal mistakes families make during major transitions.
We cover:
- What elder law actually includes (and how it’s different from general estate planning)
- Must-have legal documents for aging adults
- Why powers of attorney are essential before a move or health decline
- How to protect your home and assets from long-term care costs
- Medicaid planning, gifting rules, and what families get wrong
- Tips for adult children helping their parents
- Signs your legal documents need a serious update
Whether you're already planning a move or just trying to “get your ducks in a row,” this episode will help you take the right next step—before it's urgent.
👉 Visit https://houckmenningerlaw.com to learn more about Rachael’s firm.
🎧 Check out other episodes and upcoming workshops at www.downsizingroadmap.com
🔗 LINKS & RESOURCES
- National Academy of Elder Law Attorneys: https://naela.org
- Downsizing Consultation: www.downsizingroadmap.com
- Rachael Houck’s Firm: https://houckmenningerlaw.com
If you enjoyed this episode, don’t forget to Follow our show so you never miss a new one. Have questions, topic suggestions, or need help with your own downsizing journey? We’d love to hear from you!
📧 Email us: heather@theroskogroup.com
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🌐 Learn more: www.downsizingroadmap.com
Let’s simplify, declutter, and create space for your next chapter—together!
