Relocating in retirement can feel like a fresh start, but it can also create “sticker shock” fast. In this episode of The Lord and Richards Show, CEO Colin Richards breaks down the real-world financial (and lifestyle) factors to weigh before you move across the country or overseas.
We cover:
• Why a move often requires a full recalibration of your retirement plan
• The hidden costs of relocating, especially housing, property taxes, and day-to-day expenses
• How to avoid costly mistakes by trying a location first (extended stay or short-term rental)
• The overlooked side of moving: community, church, social connections, and quality of life
• International considerations, including healthcare access, medical evacuation planning, and risk awareness
• Why retirement planning must stay flexible because life changes, and your plan should, too
If you’re considering a move (or extended travel) in retirement, this conversation will help you think beyond the “dream destination” and build decisions into a plan that supports long-term freedom.
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Investment Advisory Services offered through Lord and Richards Wealth Management, LLC, a Registered Investment Adviser