Replay: My Experience Moving to a Retirement Community

Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Lifeplanning, Retirementplanning, Financialplanning, Saving, Careerplanning, Self-improvement, Education, Retirementpodcast, Investing, Business, Investmentmanagement, Retirement

4.7 • 1.1K Ratings

🗓️ 16 July 2025

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, we explore the journey of retirement through the eyes of Brad, a member of the Rock Retirement Club. Brad shares his experience of moving to The Villages in Florida, detailing his decision-making process, the community's offerings, and how it has transformed his retirement lifestyle. Join us as we uncover valuable insights and tips for anyone considering retirement living, all while enjoying the vibrant atmosphere of this unique community.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

A MINI CASE STUDY

[01:30] Roger introduces Brad and asks how he discovered The Villages Retirement Community in Florida.
[09:30] Roger asks Brad what led them to explore 55+ communities.
[11:35] Brad explains how The Villages community is organized.
[19:14] Roger asks Brad what advice he would give to someone exploring places to retire.

TODAY’S SMART SPRINT SEGMENT

[22:09] In the next seven days, think about where you are going to live in retirement.

RESOURCES

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Transcript

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0:00.0	You can learn about how to navigate life in retirement by listening to practitioners like me or researchers or read books.
0:08.3	But one of the best sources is to talk to people that have already done it to learn from their journey.
0:15.6	And that's what we're going to do today.
0:20.6	Welcome to the show dedicated to helping you, yes you, not just survive retirement, but to rock
0:26.7	retirement because you have confidence in the plan that you created.
0:30.4	Today on the show, we're going to talk with Brad, a rock retirement club member.
0:36.4	He shared his journey of moving into a retirement community,
0:43.9	specifically the villages in Florida.
0:48.1	About a year or so ago, I went down and visited Brad, and we had an event there.
0:53.4	And he drove myself and Kevin Liles around for probably four hours on his golf cart, giving us the entire tour.
1:01.1	And today he shares his thinking as to how he made that decision.
1:06.7	So we can get one person's perspective on choosing a retirement community to hopefully help you
1:13.3	have a bigger perspective in your journey.
1:20.6	So here we are with Brad. How you doing, Brad?
1:23.0	I'm doing great, Roger. Good. You gave us a four-hour tour of the villages a few months ago,
1:31.0	and I wanted to chat with you about your journey to deciding to move to the villages.
1:36.4	So is that cool?
1:37.9	Yeah, sure, absolutely.
1:39.3	Well, let's start off with the facts.
1:40.8	So how old are you now?
1:43.3	My wife and I are both 55. You're 55 and you are
1:46.6	retired now, correct? Correct. Okay. So we'll get to when you moved to the villages,
	...

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