
What Vacation Planning Can Teach You About Retirement
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About this listen
📞 Ready to take the next step?
Connect with the Peterson Financial team here 👉 https://petersonfg.com/
Planning a great vacation takes time, effort, and a little bit of strategy. So why do so many people put more thought into a week-long trip than into a decades-long retirement? In this episode, Eric uses the fun (and sometimes stressful) process of vacation planning to show how you can prepare for a smoother, more enjoyable retirement. If you wouldn’t dream of “winging it” on a big trip, you definitely shouldn’t wing it with the rest of your life.
Here’s some of what we discuss in this episode:
🎟 Finding free or low-cost activities to stretch your budget
🍽 How your lifestyle choices affect long-term cash flow
🚨 Planning for the unexpected, from health issues to home repairs
🗂 Making sure loved ones know where to find key documents
💵 Building flexibility into your retirement plan
Get in touch with the Peterson Financial team: https://petersonfg.com/