Achieving Your Dream Retirement - And Not Just Financially

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

  • And more…

Listen now…




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