DiscoverA Wiser Retirement®305. Just Moved to a New State? Here’s Your Financial To-Do List
305. Just Moved to a New State? Here’s Your Financial To-Do List

305. Just Moved to a New State? Here’s Your Financial To-Do List

Update: 2025-09-28
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In this episode of A Wiser Retirement® Podcast, Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA®  is joined by Financial Advisor William Medcalf, CFP® to discuss the financial implications of moving across state lines, and how a change in location can also mean major changes to your financial life.

Related Podcast Episodes:
- Ep 77: Tips for Moving to Lower Tax States
- Ep 274: Buying a Home in the Best School District: What You Need to Know

Related YouTube Videos:

Should I invest in real estate or stocks?

Second Home Considerations: Tax Implications of Multiple Residences

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- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!

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305. Just Moved to a New State? Here’s Your Financial To-Do List

305. Just Moved to a New State? Here’s Your Financial To-Do List

Wiser Wealth Management