TRAVEL & HEALTH
When we did a client survey in 2022, asking the most important aspects of working with a financial professional, nearly 90% of our clients said that travel, family, and good health were the most important things when planning for the future. With that in mind, we shifted the way that we started to serve people. We began to start sharing some of the strategies that we use to travel in beautiful, extraordinary locations around the world and how you can do it by simply using your existing resources in the most efficient way. If traveling is important to you when planning financially, we encourage you to begin your travel journey as soon as you possibly can, sooner rather than later, even if your still young.
Have you ever heard the story of the couple that have been saving, and waiting, and planning for their retirement to begin their travels around the globe, but when retirement came they only lived for two years? Not an exciting story to share, but it's important to remember to live life now. Yes, you should be planning for your retirement vacations. But what about traveling and living life to the fullest right now, while you are alive, the energy, enthusiasm, and the mental state to enjoy it? Then, continue to do it for the entirety of your life. When we build financial plans we intentionally incorporate traveling immediately, while still planning for travel and holiday vacations in the future.
Studies have shown that regular travel boosts our mental health, causing us to live more fulfilled lives. In our holistic financial planning approach, we intentionally incorporate travel as part of the financial plan for a variety of reasons. So, whether you continue reading or not, I challenge and encourage you to make sure to strategically incorporate holiday travel into your life. It is vital for your mental and physical health.
How to Vacation Forever
Many people think and desire to plan for vacations and travel when they retire, or when they stop working, or when the time is right, or when the money is good. Many times, however, travel desires and dreams get put on the back burner because of other so-called important stuff. Yes, there are things in life that may be more important at the time than taking a safari trip in Africa. However, it is important to remember to enjoy life to its capacity at all moments in your life. Whether you're wealthy, struggling, or just doing alright. The important part is to have a strategic plan to achieve your vacation travel desires.
A few ideas that can help you make trouble an important part of your life for not only enjoyment but also your personal well-being.
1. Find your vacation at the beginning of the year regardless of where you are in life.
2. Plan out a cadence for small, medium and big vacation trips.
3. Talk to others about your vacation dreams.
VACATION, VACATION, VACATION
We're working on some pretty cool content or posts here that can show you was so strategically planned for your next vacation, whether big or small. Stay close to the section and be on the lookout for creative ways to boost your enjoyment while traveling.
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