Travel and Adventure in Retirement

Listen in on this conversation to discover practical tips on planning for travel, the joys of slow travel, and the lasting impact of shared experiences. Vector client George talks with Jason and shares how his lifelong love of travel is shaping his retirement years.

Listen to this episode

See below for points of interest and chapter start times.

Subscribe to Vector’s Well Balanced podcast on Apple Podcasts or Spotify for weekly market updates and real-world financial planning scenarios. Including this episode.


Get inspired to plan your next adventure. Audio-Only Podcast.

Slow Travel and Unforgettable Memories in Retirement

In this episode of our Well Balanced podcast, Jason Ranallo sits down with George, who is four years into retirement and a client at Vector. In this conversation, they unpack a life enriched by travel, birdwatching, and the pursuit of experiences. George shares how he has prioritized travel and adventure, starting with canoe trips in the Ozarks and SCUBA diving in Mexico.

Later in life, when his kids were around 10-12 years old, he and his family took a Y2K trip around the world. Another pivotal moment in George's life came in 2010 when a health scare prompted him to reassess his corporate job and led to one of his most remarkable adventures: spending three months in Botswana, working alongside elephants in the African bush.

This conversation explores the practical aspects of travel, including budgeting, planning, and smart travel hacks that ensure each adventure is memorable and financially savvy. But the episode isn't just about logistics—it's about the transformative power of travel, especially when it comes to broadening perspectives and deepening connections.

We are so happy to have George and his wife as clients at Vector. Huge thanks to George for recording this conversation and letting us publish it. We have not compensated George for this podcast appearance, and this does not constitute an endorsement.

Listen to this audio podcast to hear more about George's journey and insights on blending travel with life’s other priorities.

Points of Interest

Childhood Adventures and Early Influences
Starts at 00:15
Exploring George's upbringing in Missouri, where his love for nature and adventure took root through canoeing trips along with early scuba diving experiences in Mexico.

Discovering a Passion for Birdwatching
Starts at 01:02
A look into how George's interest in birdwatching was sparked by his parents and later deepened during his college years, influenced by like-minded friends.

Around the World: The 2000 Family Adventure
Starts at 02:58
Recounting the ambitious around-the-world trip that George and his family undertook, visiting multiple continents and instilling a love of travel in his children.

Budgeting and Travel Hacks - Planning the Perfect Trip
Starts at 05:08
Insights into George's disciplined approach to budgeting for travel, including smart strategies for planning trips, finding deals, and making the most of credit card points.

Slow Travel: Embracing Retirement with Longer Stays
Starts at 08:05
The concept of "slow travel" in George's retirement, where he and his wife spend extended periods in new locations, fully immersing themselves in the local culture and environment.

From Corporate Life to African Safaris
Starts at 09:24
How a health scare in 2010 led George to reevaluate his career and take a three-month sabbatical in Botswana, working with elephants and reconnecting with nature.

Memories Over Material: The True Value of Travel
Starts at 13:04
A discussion on the lasting impact of travel experiences over material possessions, and how these adventures have shaped George’s family life and personal growth. 

Building Memories: The Power of Shared Experiences
Starts at 14:05
George and Jason discuss the importance of building memories with loved ones through travel, emphasizing the difference between communicating through technology and creating lasting memories by sharing experiences together.

Travel Hacks and The Next Trip
Starts at 16:08
George makes finding deals a hobby with Google Flights and credit card rewards. When you’re finished with one vacation, you start thinking about the next one.


These discussions aim to spark dialogue about enhancing retirement readiness and making more informed financial decisions. At Vector, we delve into the nuances of scenario planning, offer insights and guidance tailored to each client's unique circumstances. If you or someone you know is pondering their financial future or seeking clarity on their retirement plan, we're here to help.

Contact Us or Schedule an Intro Call


This discussion is with Vector’s Jason Ranallo and our client George.


Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed. 

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

V24235155

Previous
Previous

Divorce: Financial Planning Considerations with Sharon Calhoun

Next
Next

Own Assets that Outpace Inflation