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Creating Lasting Memories With Your Children #retirement #retirementplanning #financialadvisors
What’s the best way to spend your money in retirement? More and more retirees are choosing experiences over things, prioritizing travel and family time over material purchases. In this episode of The Live Greater View, hosts Rose Price, CFP®, and Chris Malone, CFP®, dive deep into the financial planning strategies that can help you make the most of your retirement travel budget.
Tune in as they discuss:
• The growing trend of prioritizing travel over material possessions
• How to budget and plan for travel in retirement without financial stress
• Common mistakes retirees make when planning vacations (and how to avoid them)
• The role of travel insurance and real-life examples of why it matters
• How different retirees approach travel—big annual trips, frequent small getaways, or family reunions
• The emotional and financial benefits of making travel a priority
From African safaris to Alaskan cruises, Rose and Chris share client experiences and expert advice to help you create unforgettable moments with loved ones.
Got travel plans in the works? Have questions about financial planning for retirement? We’d love to hear from you!
VLP Financial Advisors is an independent, full-service wealth services firm, with $1.19 B* in assets under administration as of 7/22/2024, with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way.
*Cetera Advisor Networks AUM $897 M., Fidelity Retirement AUM $169.4M, ADP Retirement AUM $125M. Securities and Advisory Services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Advisor Networks LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein.
Hosted by Rose Price, Financial Advisor; and Chris Mellone, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd, Suite 203; Vienna, VA 22182. 703-356-4360.
Видео Creating Lasting Memories With Your Children #retirement #retirementplanning #financialadvisors канала VLP Financial Advisors
Tune in as they discuss:
• The growing trend of prioritizing travel over material possessions
• How to budget and plan for travel in retirement without financial stress
• Common mistakes retirees make when planning vacations (and how to avoid them)
• The role of travel insurance and real-life examples of why it matters
• How different retirees approach travel—big annual trips, frequent small getaways, or family reunions
• The emotional and financial benefits of making travel a priority
From African safaris to Alaskan cruises, Rose and Chris share client experiences and expert advice to help you create unforgettable moments with loved ones.
Got travel plans in the works? Have questions about financial planning for retirement? We’d love to hear from you!
VLP Financial Advisors is an independent, full-service wealth services firm, with $1.19 B* in assets under administration as of 7/22/2024, with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way.
*Cetera Advisor Networks AUM $897 M., Fidelity Retirement AUM $169.4M, ADP Retirement AUM $125M. Securities and Advisory Services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Advisor Networks LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein.
Hosted by Rose Price, Financial Advisor; and Chris Mellone, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd, Suite 203; Vienna, VA 22182. 703-356-4360.
Видео Creating Lasting Memories With Your Children #retirement #retirementplanning #financialadvisors канала VLP Financial Advisors
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11 апреля 2025 г. 17:46:31
00:01:19
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