
Episodes

Thursday Oct 29, 2020
Ep 28: Best Places to Retire
Thursday Oct 29, 2020
Thursday Oct 29, 2020
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
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