
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
By Jim Martin & Casey Bibb4.7
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

443 Listeners

807 Listeners

1,285 Listeners

450 Listeners

539 Listeners

751 Listeners

543 Listeners

676 Listeners

197 Listeners

584 Listeners

823 Listeners

574 Listeners

994 Listeners

29 Listeners

104 Listeners