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Dreaming of big trips in retirement but worried they’ll derail your nest egg? Travel is one of the biggest goals people have for retirement, but actually spending the money can bring more anxiety than excitement. In this episode, Taylor explains how a thoughtful retirement plan can permit people to enjoy the experiences they have spent decades saving for. Tune in to learn how to permit yourself to travel boldly while keeping your retirement on track. It’s time to learn how to spend intentionally and enjoy retirement without constantly second-guessing every trip.
Here’s what we discuss in today’s show:
🏖️ Guilt-Free Travel: Enjoy vacations without second-guessing every expense
🧳 Plan Integration: Build travel directly into retirement spending
🗺️ Travel Goals: Match trips to each retirement phase
⚖️ Couples Tension: Balance different travel styles and priorities
💳 Trip Budgeting: Attach real numbers to future experiences
🩺 Hidden Costs: Prepare for insurance and overseas expenses
Resources:
Website: https://www.demarsfinancial.com/
Phone: (509) 536-9556
Schedule an introduction call with Taylor: https://bit.ly/demarspodcast
Check out Taylor's YouTube Channel: https://www.youtube.com/@TaylorMadeRetirement
Taylor's Newsletter: https://demars-financial-group.kit.com/827c64fe0e
Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.
By Taylor Demars, CFP®Dreaming of big trips in retirement but worried they’ll derail your nest egg? Travel is one of the biggest goals people have for retirement, but actually spending the money can bring more anxiety than excitement. In this episode, Taylor explains how a thoughtful retirement plan can permit people to enjoy the experiences they have spent decades saving for. Tune in to learn how to permit yourself to travel boldly while keeping your retirement on track. It’s time to learn how to spend intentionally and enjoy retirement without constantly second-guessing every trip.
Here’s what we discuss in today’s show:
🏖️ Guilt-Free Travel: Enjoy vacations without second-guessing every expense
🧳 Plan Integration: Build travel directly into retirement spending
🗺️ Travel Goals: Match trips to each retirement phase
⚖️ Couples Tension: Balance different travel styles and priorities
💳 Trip Budgeting: Attach real numbers to future experiences
🩺 Hidden Costs: Prepare for insurance and overseas expenses
Resources:
Website: https://www.demarsfinancial.com/
Phone: (509) 536-9556
Schedule an introduction call with Taylor: https://bit.ly/demarspodcast
Check out Taylor's YouTube Channel: https://www.youtube.com/@TaylorMadeRetirement
Taylor's Newsletter: https://demars-financial-group.kit.com/827c64fe0e
Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.