
Sign up to save your podcasts
Or
In today's episode, financial advisors and retirement planners Jim Martin & Casey Bibb discuss the key steps to preparing for a move to another state in retirement. They cover financial assessments, including understanding state taxes and real estate costs, healthcare and insurance considerations, legal and estate planning needs, and the importance of social networks and community integration. The hosts share practical tips and personal anecdotes to help retirees make informed decisions about relocating, ensuring a smooth transition to their new homes.
http://retirewithmartin.com/ <- Learn about working with us
www.planwellretirehappy.com
4.7
3535 ratings
In today's episode, financial advisors and retirement planners Jim Martin & Casey Bibb discuss the key steps to preparing for a move to another state in retirement. They cover financial assessments, including understanding state taxes and real estate costs, healthcare and insurance considerations, legal and estate planning needs, and the importance of social networks and community integration. The hosts share practical tips and personal anecdotes to help retirees make informed decisions about relocating, ensuring a smooth transition to their new homes.
http://retirewithmartin.com/ <- Learn about working with us
www.planwellretirehappy.com
449 Listeners
786 Listeners
747 Listeners
1,289 Listeners
448 Listeners
516 Listeners
525 Listeners
667 Listeners
181 Listeners
568 Listeners
795 Listeners
549 Listeners
746 Listeners
103 Listeners
22 Listeners