What does your dream retirement look like?
For Bill and Donna Elliot, it was an once-in-a-lifetime trip in a motorhome… a voyage that had them zigzagging across the U.S. full-time for two years and 24,000 miles.
Bill, a retired architect, and Donna, who had worked in the legal field, were ready for a break after long successful careers. And they had a lot on their bucket list, like a NASCAR race in Indianapolis, Niagara Falls, Frank Lloyd Wright homes, and a baseball game in Pittsburgh.
They explain how they prepped for the trip… but also how they were able financially to make it work.
Listen in to find out…
Tips for transitioning from work to retirement
The role of an advisor in organizing your finances
Why now is the time to indulge in something you’ve always dreamed of
How to untangle yourself from your old day-to-day routine
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