As the cold winds of winter sweep across the Midwest, many retirees find themselves yearning for a change of scenery—a warmer, sunnier place to call home during the colder months. Enter the snowbird lifestyle, a popular choice for those looking to escape the harsh winter climate and embrace a more temperate environment.

In this show, we explore the world of snowbirding, the reasons why so many retirees are drawn to this lifestyle, and how it can be seamlessly integrated into your retirement plan.

Here’s what we cover in this episode:

0:00 – Intro

2:40 – Where people are enjoying their snowbird retirements

7:56 – Healthier lifestyles in warmer climates

10:05 – Zoombirds

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Everyone wants to know how to maximize their Social Security benefits. It’s a question that comes up nearly every time we meet with someone. While the simple answer is to wait as long as possible to get the largest monthly benefit, the strategy that you should choose needs to take your entire financial picture into account.

In this episode, we’re going to share a Social Security case study where a couple we worked with wanted to retire at 63 and 62 but originally planned to claim Social Security at full retirement age of 67. We’re going to break down the details of their financial situation and explain why the math eventually told them to take their benefits as soon as they retire.

Here’s what we discuss in this episode:

0:00 – Intro

2:47 – Case study details

6:14 – Taking Social Security immediately

12:20 – Social Security Fairness Act

16:08 – Final takeaway

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