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.

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

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Show Host

Dale Tondryk - The Coach

Dale Tondryk is president at Tondryk Wealth Management, LLC. He has more than 30 years of experience in the insurance and annuity industry and holds a Bachelor’s of Science from Southwest Minnesota State University.

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