Preparing for the Snowbird Lifestyle in Retirement

As winter approaches, many retirees are looking for ways to escape the cold, and snowbirding has become a popular solution. But what does it really entail?

As winter approaches, many retirees are looking for ways to escape the cold, and snowbirding has become a popular solution. But what does it really entail? In this episode, Sean shares insights on the top destinations for snowbirds, including the sunny shores of Florida and the warm deserts of Arizona.

We discuss the pros and cons of maintaining two homes versus living the RV lifestyle, which are two popular choices for retirees. Plus, we’ll share valuable insights on financial planning for snowbirds and how the pandemic has shifted traditional retirement living.

Sean even shares his plans for retirement and pulls back the curtain on all the different stages of planning he and his wife have thought through already.

Here’s what we discuss in this episode:

0:00 – Intro

1:49 – Top destinations

3:05 – Having two homes

4:37 – The RV/remote lifestyle

6:54 – Planning for this

10:46 – Sean’s thoughts on snowbirding

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MEET YOUR HOST...

For over a decade, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them.

As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5.

Questions for Sean?

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(801) 639-0095

slee@erg-slc.com

Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through Elevated Financial Services, LLC.

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