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.

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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

Ep 73: Getting it Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

Ep 72: Can’t Get No Satisfaction… Or Can You?

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations in which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.

Ep 71: Going Against the Grain to Achieve Your Retirement Goals

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com