My Experience Moving to a Retirement Community

from Retirement Answer Man · host Roger Whitney

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 retirementLISTENER 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 podcastTODAY’S SMART SPRINT SEGMENT [40:06] Think about where you are going to live in retirementResources Mentioned In This Episode YouTube video - What You Should Know if You Inherited an IRA After January 1st, 2020I BondsRock Retirement ClubRoger’s YouTube Channel - Roger ThatBOOK - Rock Retirement by Roger WhitneyRoger’s Retirement Learning Center

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This episode is 42 minutes long.

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This episode was published on May 1, 2024.

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