The Retirement Road Trip: Don't Drive Without a Plan
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The Retirement Road Trip: Don't Drive Without a Plan
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About this listen
Most people will spend hours planning a vacation: researching routes, mapping stops, and budgeting for the trip. But when it comes to retirement, many people set off without a roadmap. Today we'll use the great American road trip as a powerful analogy for planning the retirement journey.
Craig and Jennifer break down the essentials: knowing your destination, calculating the cost of the trip, and choosing the right route to get there. Just like with travel, unexpected detours will pop up, like health issues, market downturns, or surprise expenses. With a clear plan and the right guide, you can navigate those bumps without losing sight of your goal.
Here's some of what we discuss in this episode:
🗺️ Decide your retirement destination before you hit the road
💰 Know what the trip will cost and how you'll pay for it
🛣️ Map your route: income, risk, and tax planning
🚧 Be ready for roadblocks like healthcare or market surprises
Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin