In this video we talk about how the specifics of our retirement including our income and expenses & investments. A lot has changed since we did our last retirement update over 2 years ago.
Did we buy those annuities?
What about Social Security; Is Jim delaying until age 70 as originally planned?
Did Korin find an affordable healthcare program to bridge the gap between work and Medicare?
Has retiring during high inflation impacted our everyday lives?

Our goal has been and continues to be fully enjoying RV life while we are healthy and able.

The information in this video is for entertainment purposes only and is not intended to be personal financial advice. Everyone's scenario is different but take what you can from this video and apply it to your situation.

0:00 Introduction
1:22 Social Security
3:07 Annuities
3:55 Consolidating Investments
5:23 Investments
5:55 Bucket Approach for Investments
9:45 Expenses
10:10 Income Distribution (Checking Accounts)
11:43 Medical Expenses & Bridging to Medicare
13:03 Residency & Taxes
13:55 Addressing High Inflation Taxes, Budgeting & Repairs, Workcamping

CHRISTINE BENZ 3 BUCKET APPROACH RETIREMENT PORTFOLIO
https://www.morningstar.com/portfolio...

SOCIAL SECURITY CALCULATOR
https://opensocialsecurity.com/

VIDEO LINKS:
Bridging the Gap to Medicare:    • HEALTHCARE SOLUTION for Full Time RV'...  
South Dakota Residency:    • How to get MAIL ON THE ROAD | Registe...  

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Here is some of our favorite gear and other items that we use in our RV
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MERCH
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Harvest Host 15% off:
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Our Coach: 2009 Foretravel Nimbus
Our Tow Vehicle: 2016 Jeep Trailhawk

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RV Into Retirement Disclaimer
Our channel is for entertainment purposes only. We are not RV, Travel or Financial experts. We share our opinions on what has worked and not worked for us. Before taking any action or making a life change decision, you should do your own research.

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