The Retirement Playbook with Dale Tondryk

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.

 

See the full list and get additional resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-28-best-places-to-retire/1362/ 

 

What we discuss on this 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

Ep 27: Retirement Concerns for Baby Boomers

With so many Baby Boomers heading into retirement every day, they are finding different challenges and concerns than their parents had to deal with. We work with many people in that generation and have heard many of these things first hand. Today we’ll talk about where the worries are and what they can do to be prepared for a long retirement.

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-27-retirement-concerns-for-baby-boomers/1350/ 

 

What we discuss on this show: 

2:10 – How many Baby Boomer clients does Dale work with?

3:47 – Unique challenges Baby Boomers face

6:46 – What challenge are they consistently worried about?

10:04 – Working with folks to get a plan in place to determine when they can retire.

11:17 – Many of the mistakes are caused by lack of planning

Ep 26: The Financial Forecast

The change from summer to fall always gets us talking about the change in weather so we thought we’d carry that conversation over to the podcast. Join us as we provide correlations between what we see in the weather with how we prepare our finances.

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-26-the-financial-forecast/1344/ 

 

What we discuss on this show: 

2:35 – Tornadoes

5:03 – The 3 Investment Worlds

6:47 – The Jet Stream

8:42 – The Heat Index 

11:10 – Black Ice

16:20 – How to prepare for your financial future.

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