Retirement Travel: Making Memories & Maximizing Your Budget

11/04/2025 25 min
Retirement Travel: Making Memories & Maximizing Your Budget

Listen "Retirement Travel: Making Memories & Maximizing Your Budget"

Episode Synopsis

What’s the best way to spend your money in retirement? More and more retirees are choosing experiences over things, prioritizing travel and family time over material purchases. In this episode of The Live Greater View, hosts Rose Price, CFP®, and Chris Malone, CFP®, dive deep into the financial planning strategies that can help you make the most of your retirement travel budget.Tune in as they discuss:The growing trend of prioritizing travel over material possessionsHow to budget and plan for travel in retirement without financial stressCommon mistakes retirees make when planning vacations (and how to avoid them)The role of travel insurance and real-life examples of why it mattersHow different retirees approach travel—big annual trips, frequent small getaways, or family reunionsThe emotional and financial benefits of making travel a priorityFrom African safaris to Alaskan cruises, Rose and Chris share client experiences and expert advice to help you create unforgettable moments with loved ones.Got travel plans in the works? Have questions about financial planning for retirement? We’d love to hear from you!