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