How snowbirds are the prime example for doing retirement planning correctly

PHOENIX — As factors like inflation and taxes continue on, snowbirds seem to be ahead of the curve when it comes to retirement planning.

Snowbirds who travel in and out of Arizona for six months at a time seem to save the most money by being flexible with their retirement plan. Staying flexible in retirement planning is a major factor for not just snowbirds, but anyone with a retirement plan.

One company can help out on retirement planning flexibility and help save you the most money even with taxes and inflation being factors in today’s economy.

“Once the (retirement) plan is together, it’s important that you are flexible,” Matt Dages, president and founder of Bright Wealth Management, said.

“This is very fluid and there is a likelihood that over the next few years, changes in your own life happen and changes in the economy happen. Life can throw you a curveball like if you are unexpectedly forced to retire a year or two sooner than expected. We want to make sure that any of those type of curveballs are just bumps in the road that we can cruise right over and that it’s ultimately not going to derail you.”

How to save on retirement planning like the snowbirds

Bright Wealth Management will help you on retirement planning and help you save money.

Bright Wealth offers a FREE written retirement plan to everyone that walks through their doors. They will give you analysis on your retirement plan and keep it on track.

“My goal is to broaden your horizons in retirement,” Dages said. “Many people out there like snowbirds have dreams and hopes that once you retire, you are not living the same life in a way. We want you to expect when you retire, you are going to be traveling, doing stuff with your grand kids (or) maybe you want to be a snowbird somewhere else and get out of town for a couple of months when it’s 120 degrees out here.

“We want to make sure that those guard rails are in place to see if you are spending x amount per month right now, then how can we maximize that amount for you in retirement.”

Receive a complimentary written retirement plan or call 833-777-4296 for more information.

The Bright Wealth Management Show with Matt Dages airs Saturdays from 1 p.m. to 2 p.m. and Sundays from 3 p.m. to 4 p.m. on 92.3 FM.