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Content provided by Walter Storholt and Craig Moser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walter Storholt and Craig Moser or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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The Retirement Road Trip: Don’t Drive Without a Plan

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Manage episode 513979031 series 2643505
Content provided by Walter Storholt and Craig Moser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walter Storholt and Craig Moser or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

134 episodes

Artwork
iconShare
 
Manage episode 513979031 series 2643505
Content provided by Walter Storholt and Craig Moser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walter Storholt and Craig Moser or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

134 episodes

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