Retirees now comprise over a third of all travelers, and this number is still growing (The Senior List, 2024). Summer is an ideal time to travel, especially for those who want to make memories with their grandchildren, visit national parks, or reconnect with far-off friends and family.
For many of my clients, travel isn’t just a “want”—it’s at the heart of their retirement vision.
The Role of Financial Planning in Making Travel Possible
The difference between dreaming and doing often comes down to planning. Many retirees I meet want to travel, but only those who take the time to plan properly, particularly with the help of a financial professional, can do so confidently and sustainably.
That’s why I work with clients to make sure their retirement plans include:
- A dedicated travel budget built into their income plan
- Tax-efficient withdrawal strategies to free up cash for experiences without triggering unnecessary taxes
- Inflation protection, so travel doals remain realistic, 5, 10, or 20 years down the road
- Contingency funds for healthcare or unexpected costs while abroad
- Peace of mind knowing they won’t outlive their money while checking off their bucket list
According to the American College of Financial Services, retirees who work with an advisor like me score 11 points higher on retirement income literacy. That knowledge translates into better decisions—and more freedom to enjoy life.
Where My Clients Are Traveling This Summer
Every client’s dream trip looks a little different, but some favorite destinations this summer include:
- U.S. National Parks- Great Smoky Mountains, Yellowstone, and Acadia are always popular.
- European River Cruises- A relaxing way to see historic cities like Vienna, Budapest, and Amsterdam.
- Bucket-List Adventures- Trips to Alaska, Machu Picchu, and even safari tours in Africa.
- Multi-Generational Getaways- Family cruises or beach house rentals where memories span across three generations
No matter the destination, the goal is the same: to make this season of life rich with experience and free from financial anxiety.
Helping You Make Travel Part of Your Legacy
As the founder of Retirement Resource Management, I have always believed that a legacy isn’t just what you leave behind—it’s the life you live now. For many, that includes travel, exploration, and reconnecting with passions that got put on hold during working years.
So whether you’re already retired or planning for the day you turn in your timecard, I’d love to help you design a financial plan that includes travel, not as an afterthought, but as a priority.
Because retirement isn’t about slowing down—it’s about finally going where your heart has always wanted to lead you.