The Travel-Ready Retiree: Budgeting for Adventure

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

 

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Phone: 919-391-3446

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