The Travel-Ready Retiree: Budgeting for Adventure
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The Travel-Ready Retiree: Budgeting for Adventure
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About this listen
For a lot of folks, retirement and travel go hand-in-hand, whether that’s taking a trip to Europe or rolling into every Cracker Barrel in the Southeast. But here’s the thing: dreaming is free, but the travel costs aren’t. In this episode, John shares how to build a realistic, flexible plan that supports your travel goals in retirement, whether it’s an RV road trip to national parks or annual international adventures with a passport in hand.
We’ll also break down how to budget realistically for travel in retirement, including why we often recommend a dedicated travel account funded by interest and dividends, one that can also serve as a backup for long-term care. We’ll also help you define what “travel” really means to you so that you can build a plan flexible enough to match your lifestyle, not just your wish list
Here’s what we discuss in this episode:
✈️ Two types of travel lifestyles
📈 How to fund your trips using dividends and interest
🧳 Why your travel account can also protect long-term care needs
📉 Market drop? Don’t cancel your trip just yet
Connect with us:
Web: https://rosewoodwealthmanagement.com/
Phone: 919-391-3446
Schedule a Meeting: http://meetwithjohn.com
Check us out on YouTube: https://bit.ly/46RaLvL