Ep 28: Best Places to Retire

Are you thinking about moving to a new state when you retire? Today we’ll look at a list of the top places people retire and discuss the common factors that go into make a decision like that. Plus, we’ll share the locations that many of our Minnesota clients have decided to live in retirement.

The Game Plan

When you envision your retirement, do you picture yourself on the beach, in the mountains, or at home with your family? Wherever you want to live, building a solid financial plan will help you achieve those goals.

On this episode of the Retirement Playbook Podcast, we’ll discuss this US News & World Report list of the top cities to retire. Plus, we’ll share our experiences working with clients on this decision and the places where they’ve decided to retire through the years.

The X’s & O’s

Check out the timestamps below to skip around to specific topics on the show.

[3:44] – Setting up today’s conversation

[4:22] – Florida cities make up a lot of this list. 

[5:30] – Do a lot of your clients retire out of state? 

[6:48] – What’s the typical reason people retire somewhere else?

[8:11] – What considerations go into this decision to move? 

[10:11] – How an advisor helps clients with this process.

[12:19] – Does Dale have a dream destination?

[14:05] – Work with an advisor to achieve these goals

 

If I had 20 people retire, I would say maybe three or four retire out of state.

– Dale Tondryk

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Show Host

Dale Tondryk - The Coach

Dale Tondryk is president at Tondryk Wealth Management, LLC. He has more than 30 years of experience in the insurance and annuity industry and holds a Bachelor’s of Science from Southwest Minnesota State University.

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