In June, I had the privilege of hosting a powerful, packed-house seminar at Harry’s Café in Santa Barbara titled “Aging with Intention.”

What started as a simple community conversation quickly evolved into something deeper: a moment of collective clarity.

Together with my partners Michael Morando Guy Rivera Hospice of Santa Barbara and Law Office of Angela Greenspan We didn’t just talk about aging—we redefined it.

Because the truth is this:

Aging is a strategy. And whether you’re 62 or 82, you are in full control of the performance. I’m just here to help endorse your playbill.

What Does It Mean to Age with Intention?

Most people spend years preparing for their careers and raising their families, but very few invest the same level of intention in how they want to live the last third of their life.

Aging with intention is about flipping that script. It means:

• Making your home, finances, and lifestyle match your evolving values

• Proactively choosing where and how you live

• Aligning your retirement plan with your legacy plan

• Staying connected, healthy, and curious—not just busy

And knowing that you have options when it comes to downsizing, investing, or transferring wealth

Why This Matters Now More Than Ever

We are living through the largest intergenerational wealth transfer in history. Over $84 trillion is expected to pass from Baby Boomers to their heirs by 2045.

But here’s the catch: without intentional planning, much of that wealth will be lost to:

• Poor decisions

• Missed tax opportunities

• Family miscommunication

• Or simply never having the right conversations in time

Real estate plays a massive role in this. For many, their home is their largest asset—but it’s also their biggest untapped opportunity.

Highlights from the Seminar at Harry’s Café

At our June event, we explored real-life strategies around:

• Aging in Place vs. Rightsizing: Which one supports your long-term lifestyle?

• Tax-Deferred Wealth Tools: Including 1031 Exchanges and Deferred Sales Trusts

• Legacy Planning: Why trust, estate, and title matters need to be handled before a crisis

• Family Real Estate: How to transfer or manage inherited property wisely

• Santa Barbara’s Housing Market: Unique challenges—and opportunities—for older homeowners

Attendees walked away with clarity, confidence, and a renewed sense of power over their future. We laughed, we shared stories, and we got serious about what really matters.

WATCH THE REPLAY HERE~!!

The Most Common Regret? Waiting Too Long.

If I had a dollar for every time someone said, “I wish we had talked about this five years ago,” I wouldn’t need a retirement plan of my own.

This is why I do what I do.

As a Certified Real Estate Planner and senior transition expert, I work with families across Santa Barbara, Goleta, and the Central Coast to help them build, protect, and transfer wealth—while making the next chapter of life the best yet.

What You Can Do Now

If you’re reading this and thinking, “That sounds like something I should think about soon…”—the time is now. Not because anything is wrong, but because everything is still right.

✅ Talk to your family.

✅ Talk to a professional.

✅ Get your real estate aligned with your retirement plan.

✅ And most importantly—don’t wait until you’re forced to make a decision in crisis mode.