Retirement Answer Man

Replay: My Experience Moving to a Retirement Community


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In this episode, we explore the journey of retirement through the eyes of Brad, a member of the Rock Retirement Club. Brad shares his experience of moving to The Villages in Florida, detailing his decision-making process, the community's offerings, and how it has transformed his retirement lifestyle. Join us as we uncover valuable insights and tips for anyone considering retirement living, all while enjoying the vibrant atmosphere of this unique community.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

A MINI CASE STUDY

  • [01:30] Roger introduces Brad and asks how he discovered The Villages Retirement Community in Florida.
  • [09:30] Roger asks Brad what led them to explore 55+ communities.
  • [11:35] Brad explains how The Villages community is organized.
  • [19:14] Roger asks Brad what advice he would give to someone exploring places to retire.

TODAY’S SMART SPRINT SEGMENT

  • [22:09] In the next seven days, think about where you are going to live in retirement.

RESOURCES

  • The Villages Community
  • Rock Retirement Club

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Retirement Answer ManBy Roger Whitney, CFP®, CIMA®, RMA, CPWA®

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