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Retiring to a Different State

Retiring to a Different State

| February 15, 2023

Retiring to another state, or partial retirement to one state during warm months and another state during cold months, is something I have frequently discussed. Moving always requires serious considerations, no matter what your stage of life is, but the decision to retire in a different state should be considered carefully. In this episode, I’ll share some tips on what to think about when looking into other states and weigh in on how to make the right decision for you.

From social aspects to the financial, medical, and legal considerations of moving and retirement, there are quite a few things you will want to keep in mind when making that big decision. Listen in as I break down the different areas that will change, or need to be updated and changed, in order to make a move go as smoothly as possible.

Listen To The Episode Here:

What You’ll Learn: 

  •  Things to consider when moving for retirement.

  • Practical aspects of the move and how to involve children.

  • How to properly deal with address changes.

  • Things to prepare for and pay attention to medically.

  • How to check for financial changes in taxes, insurance, and more.

  • Important documents to update.

Ideas Worth Sharing:

  • “It’s really important that someone knows where to find your important legal and financial documents in case of an emergency, so before you move, you want to create a contact and a financial information worksheet.” - Regina McCann Hess

  • “Starting out fresh can be great, especially when you plan in advance. Take stock of your current situation, and determine how you want to spend your life and how you’ll fund it.” - Regina McCann Hess

  • “While you’re preparing for your move, create your documents determining where everything is and who your contacts are for all your accounts. You want to plan this ahead of time and not as you move.” - Regina McCann Hess


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