Home Sweet Retirement: A Guide to Your Perfect Retirement State

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Retirement isn’t just about your savings—it’s also about where you choose to live.

In this episode, Tyler Emrick, CFA®, CFP®, explores WalletHub’s 46-factor framework for ranking states for retirees, examining everything from tax rates and cost of living to leisure opportunities and healthcare access. We also unpack the key financial and personal considerations, such as state taxes on Social Security and the importance of staying close to loved ones.

Tune in for practical insights to help you pick the retirement destination that fits your lifestyle and financial goals.

Here’s some of what we discuss in this episode:

• The 46 different factors related to well-being in retirement and how they can help you pick a state to live.
• Moving to a lower-tax state doesn’t always result in lower taxes on deferred income.
• Weighing all the different financial factors that will directly impact your retirement.
• The soft factors that could make the difference when it comes to enjoying retirement.

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

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