How we decided to move to Marco Island, Florida
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- Äas pĆidĂĄn 28. 07. 2024
- After our popular video on Downsizing in Retirement (linked below) we have had many viewers ask us what our process was when deciding on a location to retire and how we decided to move to Marco Island Florida or just even Florida in general! Today we are talking about all the factors that led to that decision and share the process we went through to ultimately be in agreement and find our Florida home.
#retirement #florida #relocatingtoflorida
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CHAPTERS:
00:00 How we decided to move to Marco Island, Florida
01:14 Wanting the warmer weather
01:27 COVID and how it changed our decision
01:52 Desire for a healthy lifestyle
02:42 How our desire for a warm weather vacation home turned into a more permanent move to Florida
04:46 Did we want two homes? The reason why we decided on yes.
05:27 Where to go? What location?
07:27 The decision on Marco Island
09:40 Recap of our process
10:17 How our family factored into the decision process
13:45 Benefits of living in our new area
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ABOUT RETIREMENT TRANSFORMED
Husband and wife duo, Mark & Jody Rollins, inspire and serve as personal guides to meaningful, transformational journeys for individuals who are planning for, going through or are living in retirement. This is everything in retirement beyond your financial plan.
What a great find! The financial question about retirement is just numbers and you can either do it or you can't, depending on your goals. It's the psychological aspect that is most challenging to retirees, especially type A's who put themselves in a position to retire young. We retired and settled in Marco Island last year at 55. I spent 3 years preparing for the psychological challenge. Your channel is going to be very impactful to others. The presentation is top shelf! Can't wait for your Wednesday releases. -Tom
Do you actually live on Marco? We should grab coffee
We purchased a home on Marco Island in 2012. In 2015 we decided to move from our home in Connecticut to Marco. At the time I was 55. For the past 7 years we spent 9 months on Marco and 3 in Connecticut. We have decided to move back to Connecticut. We realized friends and family were far too important. We too hate the cold so we will spend our winters in warmer climates. We love Key West and would like to explore other areas as well. Very important to mention the oppressive heat rain and humidity kick in as early as late April and extend well into October to early November. Locals call it rainy season where south Florida turns into a swamp with palm trees. Also having family and friends visit was great but not the same. Moving from a blue state to a deep red area of Collier County was the icing on the cake.
Still have about 10 - 15 years to retirement, but I am starting to "research & plan" for the future, and I cannot get enough of you two. Thanks so much for the videos !!!
Your welcome and thank you for this kind comment.
This video is SO helpful!! Thank you for sharing your process for how you made your decision. Going through this same journey now and itâs great to hear how it was a journey for you guys as well.
That is so amazing, Iâm trying to get onto the housing ladder at 40. I wish at 55 I will be testifying to similar success..
Thanks so much I was able to find her page and I already leave her a message.
Oh my gosh! My husband and I go to Marco for a month, every September! We absolutely love it! Paradise đŽ
Thatâs great. Itâs one of the best months there. Water is warm, itâs not too crowded, and the humidity has left. We donât usually get down until end of October.
Thanks Mark and Jody. I have a number of friends all over Florida so Iâve have talked about a move there a couple of times. Of course itâs a big state with a lot of varied places and lifestyles. Love how you identified a process which allowed you to have a âreal conversationâ and make the right decision for you for right now.
This was very helpful. You obviously can afford the type of lifestyle you want. That makes the decision easier in terms of options. Enjoy and thanks!
When I came first time to Florida, I just was thinking why I never visited this state before. I live in US more than 17 years on the west cost and could not imagine that Florida is so sweet. When, I came second time I knew, if I find the place somewhere around Naples I will buy right on the spot and I did. Now I have a big lot all upland ready to built. Yes, it is a lot of work to find good builders but I think I am lucky and all will be just great. I love Naples, I love sun and nature is cosmos. Thank you for brilliant video!
Really like your chemistry together. Thank you for sharing your process. Florida was the answer for us too for all the reasons you stated. It was interesting that you considered other countries as well. Best of luck with your new future!
Awesome! Thank you!
This video is absolutely fantastic advice! A must-watch for any and all retirees!
Thank you Alan
We have 5 kids and 1 grandkids...cold winters in minnesota...so we are working through all of what you talk about here.
There are lots of people from Minnesota down here. Check with your friends. And give renting for a month or two during the winter to try it out.
Great video guys! We have a Condo on Marco and spend 7-8 months on the Island. We call ourselves âSun Birdsâ. One important thing to mention is that anyone planning to move to Florida full time needs to have a plan on going somewhere cooler for a month to six weeks a year to beat the heat. Itâs oppressive.
I love Your thought process on picking Marco Island. I currently live in Oregon, but I have a warm spot in my heart for Florida ! Great Video !
Thank you. Glad you liked it
Love seeing both of you and this is a great video! Thank you!â€
Thank you Debbie
Thanks so much for all your videos, Iâm about half way through them all! Iâm 57 and exactly a year away from giving my 7 months notice, after which, I will be taking 15 weeks of vacation. So makes it almost like Iâm starting âsemi retirementâ during those months! Iâm in financial services so I have a part time gig (20 hours a week) waiting for me with my planner when I retire. We went through the process you mention in this video and ended up in AZ. Though right now, weâre keeping our CO home until our youngest graduates college next year. Found we went through pretty much all of the steps you mentioned so the biggest thing I took away from this was âdonât be afraidâ. We bought at the height of the market but also sold an AZ property we already owned just after the height, but most importantly, got in before rates went much higher, so its âcheap moneyâ. Sort of rambling but the key is, if AZ doesnât work out the way we think it does today, we still have a huge asset that we can always sell if needed, as you mention. We canât wait to get their full time and start putting into practice many of the suggestions in your outstanding video series. Thanks again!
What a wonderful story. Thank you for taking the time to share and we appreciate you spending so much time on our channel. Donât forget to join our Facebook community as well. I put a link below to our series on Transitioning into Retirement. Let us know how else we can help you.
czcams.com/play/PLm7TtW4yckpUzyDIjBVxNLHzfB5bDnf1d.html
Hello from Tampa! I just found your channel. You two are so fun to watch! Iâll be viewing your other episodes. Iâm looking to retire in one year at age 58 so Iâm binging great content on your channel! đ
Hi Dana and welcome from Marco Island! We are happy you are here and please binge away. We have a great series on leaving your career which I think you will love.
I enjoyed your video which was on point to what we did moving to Florida in 2002 from Connecticut. We decided that we needed to get a lake house back in Conn 4 years ago since we had 3 daughters and now 6 grandkids. Enjoy your retirement,
Thanks for sharing!
I'm in a different phase of my life but I have really been thinking about moving to Florida. It seems like a dream at this point. My husband is on board on the initial thinking phase, and your advise and tips are wonderful! We have our first daughter leaving for college and 3 more at home in highschool, middle school and our caboose baby headed into 3rd grade. We run a successful real estate team in Oklahoma and not sure what business we would do, or how to make this dream a reality! Thank you for your great video and lots of great ideas!
I hope your dream becomes a reality. It certainly is easier once the kids have all moved out but we have met many families who have moved with children. Keep the conversation alive at home.
Mark and Jody
Very refreshing to hear your thoughts. Almost everything youâve done, we did to. The only difference was we settled in Arizona. Best wishes and thanks for sharing! đ. PS- Just liked and subscribed!
Thank you for subscribing!
Awesome & useful video ! Not to mention, what a beautiful couple. I love the way you look at everything involved in such a decision like including an ex-wife. It says a lot about you values that is lacking in todayâs society.
AMAZING !!!!!!! (Liked & subscribed)
Thank you for your comment and for subscribing.
We had the same thought about being someplace that the kids want to visit. We are planning on being about an hour from Orlando so we can take them and grandkids to Disneyworld.
What a great idea!
I'm considering Tennessee as a retirement state. I love Florida and the ocean, but the đ scare me.
Not to mention the tax advantages. Our financial planner showed us the difference of us retiring in Florida (or New Hampshire) compared to Massachusetts ( where we are now). The savings ( for us) was huge
Having a financial planner to discuss items like this is important. There is a cost involved, but it can be helpful in certain situations.
Well being close to kids is very important.
If your kids are scattered it means your lonely for Christmas but your kids will bring a army of kids you need a ranch estate with 20 rooms and 8 bathrooms
Lol. Yes, our house of full when they all show up. We love it.
I moved to Palm Harbor, Fl 26 years ago no regrets.
Good for you. We are on our way to FLorida right now and so looking forward to getting back home.
Wow! Awesome that you moved to Marco island..remember their plenty of areas in Florida ...to enjoy...
Q: What were the numbers (if you donât mind sharing)?
We are here on MI now looking for a home! We will be here through Labor Day.
Wish we were there. Good luck with your search. Keep us posted
Our mortgage is paid off in ohio. We plan on living in our paid off home and renting a beach front condo December thru April in Florida. Then coming back to a paid off home spring through fall. I have No desire to live in Florida in the summer.
Winters in Florida are great. Enjoy it
Florida rocks.
Itâs been the coldest winter down here in many years, but it still allows us to be outside every day and live a healthy lifestyle.
This is at 4-5 months . How about an update? The bugs ? The humidity? Where do you ride bike? Concern over hurricanes? More thoughts on owning a second home. Why are you keeping the CT home?
Interesting timing on this question. We love it here and could actually stay longer. October 1-June 1. No bugs for the most part, humidity is gone in winter months. There are miles and miles of bike trails on all the roads. You are with traffic so must be careful. I tend to ride very early before heavy traffic. This is now our primary home. We are not convinced about what to do next with Ct home. Our kids are pretty spread out so thinking about all of that. What we do know is that the next 15-20 are our most important active lives so making decisions around that. We talk about this a lot.
Thanks. Why didn't someone tell us not to let our kids move so far away? Ha ha Ours are really spread out too.@@RetirementTransformed
Florida prices are on the downswing. Difficult to find homeowners insurance too.
Homeowners insurance is tough to find and itâs even harder to build a solid track record with any company as they arenât all in the market year after year. We have found that to be the case as well. Thanks for your comment
Well
Are you keeping a second home in Connecticut ? If so is it difficult to find someone to look after it when away
Yes we have a home there. And we do have several people who stop in and check on our home. We also have cameras, water flow alarms, and heat sensors. Itâs amazing the systems available today to monitor homes and great apps too.
So what decision was finally made regarding housing? Condo, house by the beach?
We looked at all options and ended up in a 3 bedroom house that is a 1.5 mile walk to beach. When all our children visit at same time for holidays, we do a few rentals nearby to accommodate.
Hello - did you guys move from CT to FL or do you have both?
We still own a home in CT which we will use in the summer months.
Its better to live in Dana point California by the coast at the strand estates you just need a retirement income of 50 million dollar a year
Thanks for watching our videos and leaving comments. We appreciate that you are here.
You speak highly if your financial planner. Can you share the name?
Florida is beauatiful, but as people age, humidity is absolutely horrible for arthritis. Makes future mobility a problem. Dry heat is much better for bones and breathing.
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Where do u golf?
We play golf at a semi private course about 20 minutes from Marco called Eagle Lakes Golf Club. You can book tee times a week ahead on an app called Golf Now. We looked into joining a club but very expensive and average of 7-10 year waiting list. If you buy inside a golf community, you can usually get into the club immediately
@@RetirementTransformed Thank you for the thoughtful response. We own a second home on Marco and will be there full time soon!
@@RichardClark-px4lv where is home now?
If willing to share who is your financial advisor?
Hi Merry. I see you joined our Facebook community. Thank you and welcome. I sent you a message in there.
You wanted âwarm weatherâ? Be honest, what you got was hot and muggy.
Itâs not too bad! Love the ability to be outside all year long!
LOL, there were only 6.
Are you and Jody talking behind my back? I think there are 7 and sticking with it. Mark. Thanks for engaging!
@@RetirementTransformed Here they are: Am I missing one? 1. Financial planning 2. Communicate with partner 3. Push what matters 4. Dream big! 5. Visit places! 6. Don't be afraid.
@@SharonR1105 #4 was prioritizing your list! Make sure you capture what is most important to both of you.
You look much younger than 65.