Have you ever returned from a vacation with a fresh perspective on your life? In this video, I'll explore why vacations provide clarity and how you can harness this for your retirement. We'll look at the emerging trend of multi-generational travel, particularly among Baby Boomers, and I'll share three practical tips to maximize your travel experiences. Join me as I share personal insights and data on how to make the most of your retirement travel plans.
Steve Willems, CFP®, FEA, BA
Wealth Advisor, Willems Wealth Planning Group | Assante Financial Management Ltd.
✅ Book a Call to Optimize your Retirement Plan ✅
https://willemswealthplanning.ca/start-here
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???? S E L E C T S C E N E S ????
0:00 - Intro
1:09 - The Psychology of Vacation Clarity
2:52 - Who Is Digging Into Travel?
6:09 - 3 Ideas
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Sources Cited:
1 - https://www.apa.org/news/press/releases/2018/06/vacation-recharges-workers
2 - https://www.wsj.com/world/europe/europe-tourism-economy-american-tourists-f6112f78?mod=e2tw
3 - https://x.com/awealthofcs/status/1775504848525398455
4 - https://www.forbes.com/sites/josephcoughlin/2024/06/26/the-great-wealth-transfer-is-happening-but-not-in-the-way-you-think/
5 - https://familytravel.org/wp-content/uploads/2023/10/FTA-Survey2023-Report.pdf
Steve Willems, CFP®, FEA, BA
Wealth Advisor, Willems Wealth Planning Group | Assante Financial Management Ltd.
✅ Book a Call to Optimize your Retirement Plan ✅
https://willemswealthplanning.ca/start-here
???? Sign up for our monthly(ish) LIFE + MONEY newsletter ????
https://willemswealthplanning.ca/newsletter
⬇️ Take the FREE 4 Minute “How much do I need to retire?” Quiz ⬇️
https://xqq03md1qx0.typeform.com/to/De7ZgVOS
=======================
???? S E L E C T S C E N E S ????
0:00 - Intro
1:09 - The Psychology of Vacation Clarity
2:52 - Who Is Digging Into Travel?
6:09 - 3 Ideas
=======================
Sources Cited:
1 - https://www.apa.org/news/press/releases/2018/06/vacation-recharges-workers
2 - https://www.wsj.com/world/europe/europe-tourism-economy-american-tourists-f6112f78?mod=e2tw
3 - https://x.com/awealthofcs/status/1775504848525398455
4 - https://www.forbes.com/sites/josephcoughlin/2024/06/26/the-great-wealth-transfer-is-happening-but-not-in-the-way-you-think/
5 - https://familytravel.org/wp-content/uploads/2023/10/FTA-Survey2023-Report.pdf
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