Retirement Planning Strategies - November 2017

There’s nothing more satisfying for us than seeing clients living out their retirements with security and enthusiasm. You Call This Retirement? AUDRY AND BEAL TRAHAN’S LIFE OF ADVENTURE

We get to work with federal employees as they prepare for the end of work, but we take just as much pride in seeing where their lives go once that chapter closes. A lot of them end up becoming an inspiration to us. That’s certainly the case for Audry and Beal Trahan, who rack up more adventures in a year than most people do in a decade. Beal says it best: “My friends tell me that they need to take a nap after reading my Facebook page.” sector. The couple mentions two big factors that allowed them to pursue their dreams in retirement. First, Audry’s federal insurance means that they are covered for medical expenses. Second, they sat down with us and played an active role in their retirement planning. “We love Ann,” Audry says. “She helped lay the groundwork for the joys we experience in our retirement.” Audry was a federal employee for many years while Beal worked in the private Taking a look at the list of places the Trahans have visited in 2017, mostly traveling by RV with their dog, it’s not hard to see why they’re having so much fun. Here’s an abbreviated list: Yuma, Arizona; San Antonio, Texas; San Felipe, Mexico; New Orleans, Louisiana (Beal’s hometown); South Africa; Niagara Falls; New York; New Jersey; and Arkansas. It would be impossible for us to list all of the exciting things they’ve done — honestly, the Trahans could probably have their own newsletter — but we’ll do our best to detail a few highlights. “Most of our traveling,” Beal tells us, “supports the Christian Motorcyclists Association. En route to CMA functions we’ve done everything from visiting the Alamo to getting up close and personal with

a rhino.” Their membership has also given them the chance to meet exciting people and contribute to an awesome cause.

sister on stage to tell it. People in the audience were crying. It’s something we’ll never forget.”

And don’t think the Trahans take it easy when they’re at home. “Last year,” Beal remembers, “Audry put together the surprise of my lifetime for my 70th birthday.” Not only did she manage to keep the party a secret, she went all out. Using the old TV show “This Is Your LIfe” as a model, Audry crafted a birthday celebration that synthesized seven decades into an evening. “We even included a second-line parade,” Audry states, “as a tribute to Beal’s hometown.” To close, we wanted to ask Audry and Beal how they manage to maintain such high levels of energy and curiosity. “Well,” Beal tells us, “there’s always something to look forward to.” “Health isn’t an excuse,” Audry adds. “We’ve both had our health issues over the years, but we never let that stop us from planning our next adventure. Our attitude is that life is for the living.” With passports that include stamps from Israel, Egypt, Turkey, England, France, and more, we’d certainly say that the Trahans are living!

Among all the outrageously exciting experiences, one manages to stand out as the most unlikely. “I learned this year,” Audry says, “that I had a sister I never knew about. We decided to meet up, and it led to a magical visit.”

Among all the outrageously exciting experiences, one manages to stand out as the most unlikely. “I learned this year,” Audry says, “that I had a sister I never knew about. We decided to meet up, and it led to a magical visit.” Audry’s long-lost sister lives in New York, so Audry took an unplanned trip to meet her, and that led to another unplanned trip. Audry and Beal are big fans of the radio DJ Cousin Brucie, who was a longtime fixture on WABC, New York, and now hosts a show on Sirius. Every year, Cousin Brucie hosts a Palisades Park Reunion festival at the Meadowlands in New Jersey, and this year, Beal and Audry made a spontaneous trip back to New York where they attended the show with Audry’s sister. “After hearing their story,” Beal says, “Cousin Brucie called Audry and her

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