Ep 025 – Out of Sight, Out of Mind – Inventory Your Storage Unit

Summary:
In this episode of Be a Smarter Homeowner, Beth Dodson and John Bodrozic dive into a topic you might not think about often — what’s hiding inside your storage unit or other outbuildings? Whether it’s transitional moves, seasonal gear, heirlooms, or forgotten treasures, too many people lose track of what they own simply because it’s out of sight.

Beth and John break down why it’s critical to inventory your storage units, sheds, barns, or other structures — and how doing so can save you money, protect your investments, and ease the burden on your family in the future. They share real-life stories (including some pretty wild finds!), practical tips for getting started with a simple photo inventory, and why HomeZada makes managing all these spaces easier than ever.

You’ll also hear how taking just a few hours upfront can prevent the costly mistakes of duplicate purchases, lost heirlooms, and even unwanted appearances on shows like Storage Wars!

This is a must-listen if you have any kind of off-site or extra storage — and even if you think you don’t! Chances are, you’ve got more stored away than you realize.

Keywords

storage units, inventory management, home organization, climate control, estate planning, home inventory, storage solutions, organizing tips, family heirlooms, moving

Takeaways

  • People often forget what they have in storage units.
  • Storage units are used for transitional moves and seasonal items.
  • Climate-controlled storage is important for items like wine and art.
  • Documenting items helps avoid duplicate purchases.
  • An inventory can assist in estate planning and passing on belongings.
  • Taking photos of items can simplify inventory management.
  • Hiring professionals can ease the burden of inventorying storage units.
  • Organizing storage units can save time in the long run.
  • Understanding what’s in storage can prevent unnecessary expenses.
  • Communication with heirs about storage contents is crucial.

Sound Bites

  • “I can’t remember what was in them.”
  • “It’s super easy to take an inventory.”
  • “Documenting is a huge reason to inventory.”
  • “You may be able to see large items.”
  • “It’s a waste of money.”
  • “You can hire somebody to do it.”

Chapters

00:40 Introduction to Storage Units and Their Importance

03:27 Reasons for Using Storage Units

06:46 Unique Storage Needs and Climate Control

11:24 The Challenge of Managing Storage Units

13:16 The Importance of Inventorying Storage Units

18:30 Inventorying Other Structures

21:17 The Value of Documenting for Future Generations

24:21 Advice for Managing Storage Units

30:34 Conclusion and Final Thoughts

Ep 018 – Navigating Estate Planning with HomeZada

Summary

In this episode, Beth Dodson and John Bodrozic discuss the importance of home inventory management through HomeZada, particularly in the context of estate planning and end-of-life decisions. They explore the distinction between fixed assets and personal belongings, the emotional and financial implications of inheritance, and the benefits of hiring professionals for inventory management. The conversation emphasizes the role of technology in facilitating these processes and the potential for home inventories to prevent family disputes over inherited items.

#homeinventory #homeinventoryapp #homeinventorysoftware #homeinventorytracker #estateplanning #homeinventorymanagement #estateplanner #estateattorney #endoflife #knowwhatyouown

Takeaways

  • – HomeZada helps homeowners manage their home inventory effectively.
  • – Understanding the difference between fixed assets and personal belongings is crucial.
  • – A home inventory can prevent family disputes after a loved one’s passing.
  • – Many people overlook the importance of documenting personal property in estate planning.
  • – Emotional value of items can lead to conflicts among heirs.
  • – Hiring professionals can simplify the home inventory process.
  • – Technology can aid in sharing inventory details with family members.
  • – Video recordings can add a personal touch to the inventory process.
  • – Proactive planning can ease the burden on family members during grief.
  • – HomeZada offers features that support both individual and professional inventory management.

Sound Bites

“I love being a smarter homeowner.”
“Everything inside the home falls into two buckets.”
“Using a home inventory can help prevent infighting.”
“Many people are not prepared with their estate.”
“Emotional value can lead to family arguments.”
“Documenting items can solve disputes after death.”

Chapters

00:40 Introduction to HomeZada and Smarter Homeownership
03:40 Understanding Home Inventory: Fixed Assets vs Personal Belongings
06:38 The Importance of Home Inventory in Estate Planning
09:46 Navigating End-of-Life Decisions with Home Inventory
12:30 Utilizing HomeZada for Effective Estate Management
15:27 Emotional Value vs Financial Value in Inheritance
18:49 Professional Help in Home Inventory Management
21:44 The Role of Technology in Estate Planning
24:41 Final Thoughts on Home Inventory and Family Dynamics

What Does Your Estate Plan Look Like?

What Does Your Estate Plan Look Like?
Photo courtesy: Tierra Mallorca on Unsplash

Many people believe that planning an estate is only for the very wealthy.

The truth is that if you want to consider how your belongings and your resources are dealt with after your demise, then you need to plan your estate.

Before we continue further, let’s deal with some basic things that you will have to do to set up your estate.

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How the Home Factors into Retirement and Estate Planning for Seniors

Home Factors into RetirementAs a senior, your home is a big factor in your life today and in planning for tomorrow. Some seniors want to downsize into a smaller home, and pocket some cash for retirement. Others want to renovate some aspects as they want to age-in-place. Some just like the security that their mortgage is paid off or nearly paid off and are looking forward to a reduction in expenses.

Whatever your situation is, there are three key areas of life where your home factors into retirement and has a big impact on decision making. Let’s dive into those areas. Read More

HomeZada Tip: Print an Estate Planning PDF

Last week, we showed our users how to protect their loved ones with distribution details which meant that all HomeZada users can track how they want their items and contents within their home distributed. HomeZada users can assign distribution to family, charities, trust or any other entities that deserve your belongings. This process is recommended when you are estate planning.

Identifying where you want your items to go and to whom and any details about those items is step one in estate planning. Once you have identified these details, it is time to print a PDF Read More