Replay: My Experience Moving to a Retirement Community

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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

622 episodes

3 days ago

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com

All content for Retirement Answer Man is the property of Roger Whitney, CFP®, CIMA®, RMA, CPWA® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Replay: My Experience Moving to a Retirement Community

Retirement Answer Man

24 minutes

4 months ago

Replay: My Experience Moving to a Retirement Community

In this episode, we explore the journey of retirement through the eyes of Brad, a member of the Rock Retirement Club. Brad shares his experience of moving to The Villages in Florida, detailing his decision-making process, the community's offerings, and how it has transformed his retirement lifestyle. Join us as we uncover valuable insights and tips for anyone considering retirement living, all while enjoying the vibrant atmosphere of this unique community.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

A MINI CASE STUDY

[01:30] Roger introduces Brad and asks how he discovered The Villages Retirement Community in Florida.
[09:30] Roger asks Brad what led them to explore 55+ communities.
[11:35] Brad explains how The Villages community is organized.
[19:14] Roger asks Brad what advice he would give to someone exploring places to retire.

TODAY’S SMART SPRINT SEGMENT

[22:09] In the next seven days, think about where you are going to live in retirement.

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