Seniority Authority
Downsize to Rightsize
Clip: Season 1 | 3m 43sVideo has Closed Captions
Joe left finance to help seniors “right-size” their lives and rediscovered his purpose.
After 20 years in finance, Joe never expected a new calling to emerge from his mother’s move to assisted living. Watching her 80-year-old mom find friendship, renewal, and joy in a new community changed everything. Now, as a Senior Move Manager, he helps older adults navigate one of life’s hardest transitions—turning overwhelming downsizing into meaningful “right-sizing.”
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Seniority Authority is a local public television program presented by NHPBS
Seniority Authority
Downsize to Rightsize
Clip: Season 1 | 3m 43sVideo has Closed Captions
After 20 years in finance, Joe never expected a new calling to emerge from his mother’s move to assisted living. Watching her 80-year-old mom find friendship, renewal, and joy in a new community changed everything. Now, as a Senior Move Manager, he helps older adults navigate one of life’s hardest transitions—turning overwhelming downsizing into meaningful “right-sizing.”
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Learn Moreabout PBS online sponsorship22 years ago, my sisters and I moved my mom from her longtime home to a assisted living community.
It was a difficult time in her life, and she was I really ready for a change.
And to see someone at 80 years old have a whole new circle of friends, and she had a brand new life.
I didn't realize how much I liked the business of assisted living until I saw her come out the other side of it.
I was 20 years into a financial services career, and I said, at 55, I'm going to retire and I'm going to do something.
And through a friend of my niece has discovered Senior Move management, and I have been able to experience with clients the same thing that I experienced with my mom.
We work with older adults in transitioning from their longtime homes to their next chapter, and that could be anything from aging in place, going from a home to a condo, going to a continuing care retirement community.
Well, first of all, we always refer to it as right sizing, because what's right for me is absolutely not right for you.
And we don't think that there's a prescribed method.
I like the term right sizing because it is individual right down downsize.
You just sounds like get rid of, get rid of, get rid of.
Right sizing is let's make it right.
Let's make your space full of those things that make your life fulfilled and happy.
And what's, you know, right.
For what you do, you have to pay reverence to the client and pay reverence to their stuff.
Right?
And if you don't do that, you're never going to gain their trust, and they're not going to be able to even begin taking a look at how do I pass this down.
So that's sort of the first step in doing that.
Sometimes we say if these are really important to you and you do want them, you can use them in your new space.
Here's your floor plan.
Where are we going to store them, and what else are you going to be sacrificing in order to bring that into your new space?
I say often times you can't boil the ocean, right?
It's impossible to boil the ocean.
And I think it's akin to going to the basement right to the bottom of the basement steps, looking at a sea of stuff and saying, how am I ever going to get through this, right?
The turnaround you walk up the stairs, shut the door and forget about it.
So we say to clients, let's look at the things that right now you're just not using and you know you will never use again.
Like little by little in manageable bites.
People are making progress.
They can see that they're getting, you know, getting to the other side.
And I'm moving as one of the most difficult things we do in our lives.
Imagine doing it at 70, 80, 90 years old.
So that's like that's the most rewarding and satisfying part of that process, to see that someone went from all of this stuff to thinking, you're never I'm never going to be able to do it.
And we say, please just trust the process.
And when they do, and clients have said, you know, I can't, I can't believe, I can't believe you did it all or say that it's perfect.
That's, you know, it's really a tremendous thing.
It's something I never got when I worked in corporate America for all those years.
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