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.

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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

More To Explore

Ep 73: Getting it Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

Ep 72: Can’t Get No Satisfaction… Or Can You?

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations in which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.

Ep 71: Going Against the Grain to Achieve Your Retirement Goals

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com