Ep 17: How We Get Lost in Retirement

Have you ever gotten lost? Not that much fun is it? Well, getting lost in the car or in the woods is a lot like getting lost in retirement planning. Let’s look at the reasons that people get lost, and then how to get back on track.
1x
Apple PodcastsSpotifyGoogle PodcastsStitcherShareLeave a ReviewListen in a New WindowDownloadSoundCloudSubscribe on AndroidSubscribe via RSSPlayer Embed

Apple PodcastsSpotifyGoogle PodcastsStitcheriHeartRadioTuneInAmazon MusicRSS

The Game Plan

Retirement planning is a long process with many twists and turns. No matter how organized you are, there are going to be times where you might get off-track.

Today we’re talking about the ways people get lost on the way to retirement. But we’re not going to make you find your way alone. Dale will share his guidance on the ways to make sure you’re headed in the right direction again.

 

The X’s & O’s

Check out the timestamps below to skip around to specific topics on the show.

[1:58] – Why we’re talking about getting lost.  

[2:45] – First way we get lost: Bad Tools

[4:33] – Bad directions

[6:46] – You zone out and lose focus.  

[8:45] – How do we get back on track?  

[10:05] – Where do you want to go?

[11:19] – Don’t be afraid to ask for help.  

“It’s really about when you get into retirement to at least know where you are for your assets. You want to know what your expenses are. And you want to know what kind of guaranteed sources of income you have coming in so you can plan.”

– 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.

June 15, 2023

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.

June 1, 2023

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.

May 18, 2023

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com

Facebook Linkedin