My Experience Moving to a Retirement Community

Retirement Answer Man

Content provided by Roger Whitney and RMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roger Whitney and RMA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

3M ago 42:02

MP3•Episode home

Have you ever considered moving to a retirement community? With the freedom that retirement brings, many people begin to rethink their living arrangements.

On this episode, you’ll hear how Brad and his wife decided to move to a retirement community. Listen in to hear how they approached their decision, the research they put in on where to retire, and how they enjoy their new locale.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN A MINI CASE STUDY

[2:40] How Brad discovered The Villages
[10:55] What led them to explore 55+ communities
[13:10] How The Villages are organized
[20:35] How to explore places to move in retirement

LISTENER QUESTIONS

[23:50] Should we consider getting I-bonds in 2024
[29:50] Clarifying new catch-up rules in 2026
[32:27] Charlie’s comment on systems thinking
[36:18] Where to put taxes in your planning software
[38:41] A suggestion for the podcast

TODAY’S SMART SPRINT SEGMENT

[40:06] Think about where you are going to live in retirement

Resources Mentioned In This Episode

YouTube video - What You Should Know if You Inherited an IRA After January 1st, 2020

I Bonds

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement by Roger Whitney

Roger’s Retirement Learning Center

554 episodes

#Personal Finances #Lifestyle #Trading #Careerplanning #Financialplanning #Investing #Investmentmanagement #Lifeplanning #Retirement #Retirementplanning #Retirementpodcast #Roger Whitney #RMA #Saving #Self-Improvement #Business #Podcasting Education