305. Just Moved To A New State? Here’s Your Financial To-Do List A Wiser Retirement® podcast

305. Just Moved to a New State? Here’s Your Financial To-Do List

3d ago 31:53

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In this episode of A Wiser Retirement® Podcast, Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA® is joined by Financial Advisor William Medcalf, CFP® to discuss the financial implications of moving across state lines, and how a change in location can also mean major changes to your financial life.

Related Podcast Episodes:
- Ep 77: Tips for Moving to Lower Tax States
- Ep 274: Buying a Home in the Best School District: What You Need to Know

Related YouTube Videos:

Should I invest in real estate or stocks?

Second Home Considerations: Tax Implications of Multiple Residences

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Chapters

1. Financial To-Do List for Moving States (00:00:00)

2. Legal and Government Requirements (00:05:13)

3. Insurance Considerations Across State Lines (00:09:54)

4. Tax Implications of Changing States (00:15:00)

5. Banking and Investment Account Updates (00:19:26)

6. Estate Planning Documents for New States (00:23:56)

305 episodes