Limited Video Series: Moving In Retirement

LIMITED VIDEO SERIES

Moving In Retirement: Episode 1 Who Will You Be?

Practically everyone considering moving in retirement jumps to detailed areas like domicile and taxes. Who you will be in retirement is a critical consideration so you can understand where and in what type of home you’ll live.

LIMITED VIDEO SERIES

Moving In Retirement: Episode 2 What Do You Want?

What you want out of retirement might be more of an impulse or a reaction than a plan. It’s time to ask yourself – and those who will be spending retirement with you – questions about how you’d like to spend your years. In this episode, we’ll discuss how others approach what they want, and answers you’ll need to create a well-built retirement plan.

LIMITED VIDEO SERIES

Moving In Retirement: Episode 3 What Should You Research?

In this episode of “Moving In Retirement,” Annex Wealth Management’s Tom Parks and Deanne Phillips discuss residency vs. domicile, the necessity of undomiciling, and the breadth of economic data that could help you when deciding where to move.

LIMITED VIDEO SERIES

Moving In Retirement: Episode 4 You’re Moving. Now What?

The past three episodes, we’ve discussed what to consider before moving – now Annex Wealth Management’s Tom Parks and Deanne Phillips discuss what to consider after you’ve made your decision to move – and some unique situations that you might want to think about.