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 67: Are You A Risk Taker? How To See If Your Tolerance for Risk Matches Your Plan

Do you like to take risks? Or would you rather play it safe and steady? When it comes to the market risk can come with great reward, but it can also be damaging if our risk tolerance is out of balance with our plan. Most people don’t realize how much risk they are taking on and have a much lower tolerance than their portfolio reflects. 

Ep 66: Picking Sides in Important Financial Debates

Financial debates have existed for a long time and when we’re planning we may encounter quite a few. While there are various opinions out there, not everyone’s solution will fit your needs. Each situation is going to depend on your plan and goals.

Ep 65: Are These Retirement Statistics Encouraging or Disturbing?

We’ve gathered some updated retirement statistics from across the country. It’s time to find out if these are encouraging or disturbing findings if they’re reflective of the average client, and what you can do to improve your own retirement preparedness based on this information.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com