249. How Smart Financial Planning Led to Living on a Catamaran Full-Time

A Wiser Retirement®

Join us on this episode of A Wiser Retirement® Podcast as we chat with Bradley and Kate Swarthout about their journey from leaving a traditional life to living full-time on a catamaran in the Caribbean with their son and dog. Through financial planning, learning to sail, and navigating various challenges, they embraced an adventurous, non-traditional lifestyle. They share insights on pursuing unconventional paths, highlighting the importance of experiences over possessions, goal-setting, and taking calculated risks while planning for the future.
Related Podcast Episodes:
- Ep 203: How to Create a Realistic Travel Budget with Amy Rambo
- Ep 184: What It’s Like Traveling Full-Time in Retirement with the Retirement Travelers

Related YouTube Videos:
- Should I hire a Financial Advisor or DIY?

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This podcast was produced by Wiser Wealth Management. Thanks for listening!

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1. 249. How Smart Financial Planning Led to Living on a Catamaran Full-Time (00:00:00)

2. Boat Life in the Caribbean (00:00:05)

3. Transitioning to Boat Life (00:14:33)

4. Navigating Challenges of Boat Life (00:18:37)

5. Navigating Hurricane Risks on Boats (00:23:52)

6. Living on a Boat (00:27:40)

7. Embracing Life Beyond the Norm (00:42:31)

8. Financial Advice and Investment Disclosures (00:51:58)