The Beavis Wealth Podcast

Everything You Need to Know About Snowbird Retirement


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Watch on YouTube:  https://youtu.be/bt4aZw3x28I

Episode 12 of Second Act explores the Canadian dream of a snow bird lifestyle, spending winters in warm weather destinations and summers at home.

We cover the practical realities, costs, and considerations for making this a reality, helping you with your retirement planning.

Thank you to Harvest ETFs for supporting this important series: Learn More by visiting these links:
Harvest Portfolios: https://harvestportfolios.com/
Harvest Travel & Leisure Index ETF: https://harvestportfolios.com/etf/trvl/
Harvest Travel & Leisure Income ETF: https://harvestportfolios.com/etf/trvi/

Chapters
00:00 Intro
00:54 Why is Snowbirding so Popular?
01:57 The Reality of the Snowbird Lifestyle
02:12 The 183-Day Rule
03:44 Biggest Risk: Health Insurance
05:50 Investing in Travel
07:14 Extra Costs for Snowbirds
09:50 To Rent or To Buy?
12:06 Estate & Legal Considerations
14:13 The Snowbird Lifestyle Choice

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Beavis Wealth Disclaimer:

The views and opinions shared on this channel are for informational and educational purposes only. Although previously licensed, the contributors are no longer industry participants and are not licensed to provide financial advice. They strive to provide you with educational information in an entertaining manner. Always do your own research and due diligence before investing. Generally speaking, you should consult a licensed investment professional before investing.

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The Beavis Wealth PodcastBy Brandon Beavis, Marc Beavis

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