Retirement Travel Checklist: Everything You Need To Do Before Leaving

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Grounded Life Finances

Grounded Life Finances

5 ай бұрын

Join us today as we go over our retirement travel checklist.
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In this list we go over what you need to do at 2 years, 1 year, 3 months and 1 month before embarking on your full time travel journey.
Videos Mentioned:
Swedish Death Cleaning: • Should You Sell Or Ren...
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💳American Express Platinum: www.dailydrop.com/credit-card...
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💳Chase Sapphire Reserve: www.dailydrop.com/credit-card...
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DISCLAIMER: The opinions in this video are for informational and educational purposes only and should not be construed as a recommendation to buy or sell the stocks mentioned, or make any financial decisions based on them. Always do your own research to determine the best course of action for yourself.
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Пікірлер: 103
@manhattanrats
@manhattanrats 5 ай бұрын
Orienting my thought process is precisely how you're helping. This is valuable to me, and it's only right that you guys get money from KZfaq. Thank you, as always. Robert in NYC.
@GroundedLifeFinances
@GroundedLifeFinances 5 ай бұрын
Thanks for your support, we appreciate it!
@30AndAWakeUp
@30AndAWakeUp 5 ай бұрын
You guys are definitely my new favorite channel! You are either doing similar things to what Im doing or you’re doing things I want to do. Thanks again for being soooooo transparent!
@GroundedLifeFinances
@GroundedLifeFinances 5 ай бұрын
Awesome! Thank you! We noticed we did a lot of the same things over the last few years! We only did the van life for 1 month, although it was fun! We wanna go back and watch your old videos on that topic.
@MakingLemonadeCreations
@MakingLemonadeCreations 3 ай бұрын
I love your videos! Been binge-watching them the last few days since I discovered your channel(s). My husband is planning to retire in 2 years at 62. I'm 5 years behind him but hope to retire from my small business at the same time (or at least cut back). Working on my side hustle(s) so we don't have to take Social Security or his pension for a few more years. Your checklist is sooo helpful as the timing is perfect. I have the Chase Sapphire Preferred (last month), and just got approved for the IHG card. We travel quite a bit so hoping to build up points over the next 2 years. We have a dumpster ordered for the first week of May and plan to do Swedish Death Cleaning then. We are taking the steps to prepare to downsize our lives and home (sons planning on moving out this year). I'm sooooo excited!!!!
@simonsuperstar
@simonsuperstar 5 ай бұрын
Hi from Daytona Beach 😊 Retirement date is 02/29!!🎉
@GroundedLifeFinances
@GroundedLifeFinances 5 ай бұрын
Oh wow! So soon, congrats!
@sexyellex
@sexyellex 5 ай бұрын
Congratulations on your retirement!
@happytomeetyou2047
@happytomeetyou2047 5 ай бұрын
Congratulations to you
@abbyabroad
@abbyabroad 4 ай бұрын
Yay so close! I’m from Deland originally! Yay to see a Daytona Beach-er here 😊
@flutingaround
@flutingaround 5 ай бұрын
Couple things to add: 1. Pepto Bismol is generally not available abroad, and it's used to treat traveler's diarrhea, so it's good to bring extra. 2. Visiting a travel doctor a year out can be helpful because some vaccines are given as a series over several months, so it's important to get started early.
@nunuvyurbiz123
@nunuvyurbiz123 Ай бұрын
I'm about 5 months out and in that time I need to fix a few things, get rid of stuff, sell my place, and get the IHG and Hyatt cards. Ugh, it's overwhelming, but I didn't want to lose my place to live in until my last day of work.
@travelingtheworldretired
@travelingtheworldretired Ай бұрын
Have traveled to Bali many times, and love the place, but Africa safaris are the best. Celebrating your anniversary next year will be wonderful either in Bali or Africa, which are two of my favorite places to visit. Just be careful in Bali, the last time we vacationed there, my husband got dengue fever, but recovered well. ❤By the way, you guys look too young to have been married almost 30 years.
@morrowcleveland
@morrowcleveland 5 ай бұрын
Ahhh.....that explains why every time we are out of the USA that we cannot watch our streaming services. Thank you for the tip on how to get around that and all the other planning tips. I'm saving this to refer to often!
@mkmariak
@mkmariak 5 ай бұрын
I would never use public wifi without using a VPN - that's my top reason for using it.
@GK-yi4xv
@GK-yi4xv 12 күн бұрын
Yes, surprising they missed that (are they even aware?)
@30AndAWakeUp
@30AndAWakeUp 5 ай бұрын
Another big reason VPN is important, is it turns your streaming services into much better deals. For instance, Disney Plus is pretty limited in the US but if you set your VPN to somewhere else, you’ll get all the Fox Studio movies and shows. Almost every streaming service’s offerings expand when you change your VPN location. I would get a VPN even if I was just in the US for the value it brings to streaming service catalogs.
@kimshivonne
@kimshivonne 4 ай бұрын
Thanks for the info on Disney Plus. This is great news! Do you have a specific country that you like Disney Plus offering the best?
@30AndAWakeUp
@30AndAWakeUp 4 ай бұрын
@@kimshivonne i usually just use england!
@kimshivonne
@kimshivonne 4 ай бұрын
@@30AndAWakeUp Thank you!
@abbyabroad
@abbyabroad 4 ай бұрын
I love, love LOVE how specific you are here. You’re really helping people 🥹. Thank you for sharing this information!
@abbyabroad
@abbyabroad 4 ай бұрын
P.S. AMEN re: the passport pages info!! I had to do two visa runs to Shanghai mid-pandemic due to this even though I had years left on my (US) passport 🫠🫠. Again, such practical tips!
@GroundedLifeFinances
@GroundedLifeFinances 4 ай бұрын
Thanks so much!
@abbyabroad
@abbyabroad 4 ай бұрын
@@GroundedLifeFinancesThanks for replying! Sorry for the comment onslaught 😅-I got a little excited when I found you all last night 🤭
@ilibertywomanchildofGod
@ilibertywomanchildofGod 2 ай бұрын
You guys are inspiring. You have totally changed my perspetives about how I will choose to live my retirement years. It's still a while but with all the education I'm getting from your contents, I am already setting myself up to enjoy all the savings and better experiences as early as this year!!! Thank you so much. God bless you.
@DividendGrowthInvesting
@DividendGrowthInvesting 5 ай бұрын
Look at those smiles!! Really enjoyed the video.
@GroundedLifeFinances
@GroundedLifeFinances 5 ай бұрын
You are so kind
@pambowman3459
@pambowman3459 5 ай бұрын
Thank you! Many things I never thought of.
@janenicholls111
@janenicholls111 5 ай бұрын
More great advice... thank you!!!🙏
@Morgansoft-Travel
@Morgansoft-Travel 5 ай бұрын
You guys are really great. my wife and I were inspired by your success on KZfaq.
@GroundedLifeFinances
@GroundedLifeFinances 5 ай бұрын
Wow, thank you!
@gdelacruzjr
@gdelacruzjr 5 ай бұрын
Excellent video idea
@memphistnliving
@memphistnliving 5 ай бұрын
Wow clear explanation with steps good job
@dianadiamond9145
@dianadiamond9145 2 ай бұрын
What invaluable advice! Thanks!
@GroundedLifeFinances
@GroundedLifeFinances 2 ай бұрын
You're so welcome!
@Rovingkiwi0516
@Rovingkiwi0516 4 ай бұрын
I've only found your channel recently, but am now firmly subscribed. Your vlogs are packed with practical information that is presented so logically and clearly. You are inspiring me to feel brave about solo slow travel in retirement.
@cathimatrone628
@cathimatrone628 5 ай бұрын
You guys are wonderful! I am so glad I found your channel.
@GroundedLifeFinances
@GroundedLifeFinances 5 ай бұрын
Thank you so much!
@lpmama1196
@lpmama1196 4 ай бұрын
Great advice on everything. Would be great to have this as a printable checklist, even for a fee. Love your channel(s)
@jagsterr1
@jagsterr1 5 ай бұрын
I just found you guys and really like your videos - they are the most informative! I've subscribed!
@GroundedLifeFinances
@GroundedLifeFinances 5 ай бұрын
Thanks!
@rosalindhb
@rosalindhb 5 ай бұрын
Even in the states, I have a E-Sim and dual sim phone. Got a mid grade phone unlocked.
@GroundedLifeFinances
@GroundedLifeFinances 5 ай бұрын
Yes, it's the way to go!
@mississippiapple1078
@mississippiapple1078 3 ай бұрын
Thanks!
@GroundedLifeFinances
@GroundedLifeFinances 3 ай бұрын
Welcome!
@sheilaa1333
@sheilaa1333 5 ай бұрын
Great information - and motivation! Three years and counting down. We’re debating renting our house to start depending on where the housing market is at that time. The rent will cover more than the carrying costs, so it would be extra income. We know it’s not our retirement home, but would keep us in the market while we’re gone.
@SotornM
@SotornM 5 ай бұрын
This is great info and love the new content. One thing that I was also considering during your section about selling the house was changing your state of residence to a state without income tax. I heard South Dakota was fairly easy as it catered to RV nomads with a few day turnaround to register. In this case, I think that could be leveraged for international nomads too. Have you looked into that options viability to save money?
@chakraborti1212
@chakraborti1212 3 ай бұрын
You are such a pleasing presence . I have been watching you only a couple of days and youre kinda inspiring. Maybe you can guide us on how to get those points to help us make our travels as amazing. God bless you . Gautam
@livingworkingoutsidebox
@livingworkingoutsidebox 4 ай бұрын
This and your 5 year out video are extremely helpful. Thanks. Have you thought of a living trust over a will so your loved ones avoid the probate system? 🤔
@rivercoyote6540
@rivercoyote6540 Ай бұрын
Just a heads up ...your chase referral link in description isn't good anymore. We don't need it today but thinking of getting CSR by end of june. Or Amex Plat. So happy to use your links. ❤
@GroundedLifeFinances
@GroundedLifeFinances Ай бұрын
Thanks so much! I just fixed it on this video, and it should be updated on all the newer videos now too. We appreciate you telling us!
@rnmom65
@rnmom65 3 ай бұрын
Great tips...truly appreciate all the information you all share. I apologize in advance if you all have already said this...I am trying to watch all the videos. :-) But, do you all have a home base in the States?
@thesimplechocolatier
@thesimplechocolatier 2 ай бұрын
This was so helpful, thank you. I'm trying to decide between 3 VPN brands, but I'll probably just go w/ Nord.
@GroundedLifeFinances
@GroundedLifeFinances 2 ай бұрын
It has worked very well for us
@katea670
@katea670 5 ай бұрын
Great information, thank you! Could you touch upon if you maintain a USA mailing address for banking purposes specifically?
@abbyabroad
@abbyabroad 4 ай бұрын
I use a family member’s address for banking.
@curioustravelers1
@curioustravelers1 4 ай бұрын
Great video! What is the suggestion for bank dual authentication when on E-SIM? Is everyone just switching back to US carrier SIM and incurring the daily international charge or employing some other method?
@52CA
@52CA 5 ай бұрын
I don’t like the idea of selling my house to travel and then a few yrs later deciding I want to take a break or just settle down and now I can’t afford to buy a house because they have appreciated too much. This became an issue during COVID for RVers coming off the rd. They sold an appreciating asset and bought a depreciating one.
@susangarrard2753
@susangarrard2753 4 ай бұрын
If you invest the money wisely you could afford more in the future.
@52CA
@52CA 4 ай бұрын
@@susangarrard2753 Not talking about me. Folks sold their homes before Covid and traveled for a few yrs. Spent a lot of their savings doing that. Then inflation made their home they sold for 150k now worth 400k so they can’t afford to buy a house similar to what they had.
@anniesshenanigans3815
@anniesshenanigans3815 3 ай бұрын
exactly why I don't want to sell my home.... and renting it out is a scary thought after seeing all the problems with landlord/tentants and squatters, etc.
@philwebster3914
@philwebster3914 5 ай бұрын
Great video thank you, we are starting full time travel August next year and appreciate all your information. Another suggestion is to keep a lot of documents, passwords, card expiry dates etc is to save to Google Drive, cheers
@abbyabroad
@abbyabroad 4 ай бұрын
And download them to PDF if you travel to China…
@philwebster3914
@philwebster3914 4 ай бұрын
@@abbyabroad you can view “sheets” whilst off line
@sherryvietor5767
@sherryvietor5767 3 ай бұрын
Another great video! I am a few years out. I would like to travel mostly in Europe. Which credit card would you recommend that I start with? I would like to start banking points.
@abbyabroad
@abbyabroad 4 ай бұрын
One more comment-I use T Mobile WiFi so I can access my US phone number from abroad! I pay a family member to add a line to their plan and then I can do two-factor authentication like normal 😮‍💨
@sunnyset6513
@sunnyset6513 3 ай бұрын
hi i love your videos and i would like to know can i apply for a IHG credit card in Australia
@extremeAdvil
@extremeAdvil 4 ай бұрын
Have you run the numbers on getting points vs cash back and just paying for hotels?
@marieschenck2729
@marieschenck2729 10 күн бұрын
While using points abroad, are you booking rooms directly with the hotel websites or through credit card portals? Thanks!
@dpoon11
@dpoon11 5 ай бұрын
Hi. Great video! When you have multiple credit cards. Let say i have both Sapphire and IHG. How do you balance which card to use? What factors determine which card you whip out of wallet on any particular situation? Thanks.
@GroundedLifeFinances
@GroundedLifeFinances 5 ай бұрын
They all offer different points for categories, so we made a little list. Then eventually you'll memorize it. But for instance the IHG card offers 3X on "everything else" but Sapphire only 1X, so like at Walmart we would use IHG. But booking travel Sapphire is 3X, and they are worth more so we would use that.
@dpoon11
@dpoon11 5 ай бұрын
@@GroundedLifeFinances Duh! Of course. Why wouldn't you do that? LOL. Figuare it out and optimize it. Thanks. More questions later. :)
@uhmmhellno
@uhmmhellno 4 ай бұрын
How do you plan the first month of big expenses getting overseas with accommodation etc and stay close to $4k
@Goldie77777
@Goldie77777 4 ай бұрын
Your Chase Sapphire Reserve Card affiliate link isn't working. The message shows: "This page is currently unavailable. Please check back later." Is your link correct? Thank you.
@walkerbunch06
@walkerbunch06 5 ай бұрын
Being an election year, I’m curious, how do you do this being overseas yet US residents? Also, I’m curious about filing a tax return-since we’re in the thick of that now.
@rclose23
@rclose23 4 ай бұрын
HRBLOCK easily can do your taxes all online/remote. Upload your docs and have a video conference.
@the_om_project
@the_om_project 3 ай бұрын
I’m still confused about how to handle the otp issue 😵‍💫
@albertprice8414
@albertprice8414 4 ай бұрын
How do you keep the points from expiring?? Like stockpiling?
@GroundedLifeFinances
@GroundedLifeFinances 4 ай бұрын
You just need to do something to earn points, so using the card or staying a night.
@CH-bi8tl
@CH-bi8tl 4 ай бұрын
I've heard nothing good about safetywing over the years. Good luck with filing claims with them so do your due diligence and really research it beforehand.
@edward88881
@edward88881 4 ай бұрын
Have you considered cancelling residency in the last state in which you resided so you won't file state income tax returns? Also, do you use a virtual mail forwarding service?
@kristiG5259
@kristiG5259 4 ай бұрын
Some states don't let you "cancel" residency. Unless you can prove you live in another state (or maybe territory), if the last place you lived in the U.S. is NC, it considers this state to be your residency.
@deritaratcliffe4592
@deritaratcliffe4592 Ай бұрын
Do you have separate IHG accounts or companion card?
@saldani09
@saldani09 Ай бұрын
How do you get cash for each country you go?
@scriptimonicaonset
@scriptimonicaonset 3 ай бұрын
Rob are you a day trader?
@pamhill5790
@pamhill5790 4 ай бұрын
I have chronic pain & my husband has high blood pressure… you mentioned you can get medicine everywhere… how hard is it to get prescription meds? Would we need to carry medical records & probably see a doc each month? I’m sure my husband’s is much easier than mine. I’m thinking I wouldn’t be able to get schedule 3 narcotics unless I see a doc each time/month… any idea about that at all? I haven’t been able to find anything online. Thx!
@GK-yi4xv
@GK-yi4xv 12 күн бұрын
Be warned that a large percentage of meds from those 'cheap pharmacies on every street that don't even require a prescription like they do back home!' have been shown to be counterfeit, adulterated, fake. As high as 40% or more in South East Asian countries, for example. Stick to pharmacies inside the reputable hospitals (more expensive) or next to them.
@2packproductions
@2packproductions 4 ай бұрын
Hi! How do you know which stocks are dividend paying stocks versus the other kind? I’m two to three years from making my move.
@farainfarsai5098
@farainfarsai5098 2 ай бұрын
get ETFs that pay dividend instead of company stocks. I like JEPI.
@drothberg3
@drothberg3 2 ай бұрын
Do you need to keep a US address?
@mikea9014
@mikea9014 4 ай бұрын
Shouldn't you keep your house so you can store your car while on a trip?
@abbyabroad
@abbyabroad 4 ай бұрын
You can store your car at storage facilities. I did it for years for about $100 a month.
@kristiG5259
@kristiG5259 4 ай бұрын
That's a VERY expensive storage space!
@Chris-N916
@Chris-N916 5 ай бұрын
Why are you guys switching the sides you’re sitting on? Lol
@GroundedLifeFinances
@GroundedLifeFinances 5 ай бұрын
Haha, we didn't think anyone would notice!
@simonsuperstar
@simonsuperstar 5 ай бұрын
@@GroundedLifeFinances I noticed too... 😅
@Shello58
@Shello58 5 ай бұрын
Yeah! It's just weird 😅
@GroundedLifeFinances
@GroundedLifeFinances 5 ай бұрын
It was for the lighting 😂, we can't move the desk in the hotel we are in. We will definitely switch back at the next place!
@simonsuperstar
@simonsuperstar 5 ай бұрын
@@Shello58 😂
@elaninoiu2925
@elaninoiu2925 4 ай бұрын
Safetywing? It does not look like a safe, comprehensive health insurance... /)
@kene8895
@kene8895 5 ай бұрын
Priceless information and golden for world travelers. You two sure seem to have done it absolutely the right way! I guess the way the calendar is in Malaysia a person sure could be as close to immortal as one can get..... 🧞‍♀
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