Listen "The Retirement Road Trip: Don't Drive Without a Plan"
Episode Synopsis
Most people will spend hours planning a vacation: researching routes, mapping stops, and budgeting for the trip. But when it comes to retirement, many people set off without a roadmap. Today we'll use the great American road trip as a powerful analogy for planning the retirement journey. Craig and Jennifer break down the essentials: knowing your destination, calculating the cost of the trip, and choosing the right route to get there. Just like with travel, unexpected detours will pop up, like health issues, market downturns, or surprise expenses. With a clear plan and the right guide, you can navigate those bumps without losing sight of your goal. Here's some of what we discuss in this episode: 🗺️ Decide your retirement destination before you hit the road 💰 Know what the trip will cost and how you'll pay for it 🛣️ Map your route: income, risk, and tax planning 🚧 Be ready for roadblocks like healthcare or market surprises Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/ Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin
More episodes of the podcast How Money Works
The 10-Year Retirement Countdown: Ages 55–65
02/10/2025
Are You Wealthier Than You Think?
21/08/2025
The 5 Financial Pain Points You Can't Ignore
17/07/2025
The Five People You Meet Before Retirement
03/07/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.