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

The Financial Calendar

Join us in this episode of The Retirement Playbook podcast as Dale dives into the essential financial matters you need to address throughout the calendar year. He provides valuable insights into maximizing retirement contributions, managing required minimum distributions (RMDs), and making strategic financial moves to optimize your retirement savings.

Financial Therapy

Financial discussions and retirement planning can come with many emotions. From counseling couples with differing financial views to providing support during challenging life events such as divorce or medical issues, financial professionals wear many hats, including the role of a therapist. In this episode, Dale discusses the impact of having a financial professional guide you through life’s most stressful moments.

Ep 88: The Retirement Lifestyle

We’re taking a quick break from the Xs and Os of retirement finances today. Instead, we’re going to talk about some other important pieces of forming your retirement lifestyle. Join us as we discuss staying busy, the significance of social connections after you’ve stopped working, and maintaining your physical and mental health throughout retirement.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com