Description

Have you ever considered moving to a retirement community? With the freedom that retirement brings, many people begin to rethink their living arrangements. 

On this episode, you’ll hear how Brad and his wife decided to move to a retirement community. Listen in to hear how they approached their decision, the research they put in on where to retire, and how they enjoy their new locale. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN A MINI CASE STUDY 

• [2:40] How Brad discovered The Villages
• [10:55] What led them to explore 55+ communities
• [13:10] How The Villages are organized
• [20:35] How to explore places to move in retirement

LISTENER QUESTIONS 

• [23:50] Should we consider getting I-bonds in 2024
• [29:50] Clarifying new catch-up rules in 2026
• [32:27] Charlie’s comment on systems thinking
• [36:18] Where to put taxes in your planning software
• [38:41] A suggestion for the podcast

TODAY’S SMART SPRINT SEGMENT 

• [40:06] Think about where you are going to live in retirement

Resources Mentioned In This Episode
YouTube video - What You Should Know if You Inherited an IRA After January 1st, 2020
I Bonds
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement  by Roger Whitney
Roger’s Retirement Learning Center