The Game Plan
The Baby Boomer generation is heading into retirement and we talk quite a bit with them about their financial concerns and the unique challenges they’re faced with.
This generation, like all others, has to face scenarios that their parents didn’t, but we’re preparation and planning can ease many of their retirement worries. Today we’ll talk through these challenges and help Baby Boomers prepare for their next chapter of life.
The X’s & O’s
Check out the timestamps below to skip around to specific topics on the show.
[2:10] – How many Baby Boomer clients does Dale work with?
[3:47] – Unique challenges Baby Boomers face
[6:46] – What challenge are they consistently worried about?
[10:04] – Working with folks to get a plan in place to determine when they can retire.
[11:17] – Many of the mistakes are caused by lack of planning
“It is a problem that Baby Boomers are spending twenty to thirty thousand dollars – maybe up to $50,000 a year – trying to get their kid through college when they’ve totally devastated some of their retirement money.“
– Dale Tondryk
Ep 32: Understanding the 3 Qualities of Money
The goal for your money is to help you reach retirement and utilizing it correctly will achieve that. Before making any financial decisions, it’s important to understand the three different qualities of money and which investments best align with your goals.
Ep 31: End of Year Financial Checklist
We’re all ready to put an end to 2020 and turn the calendar to a new year, but first things first. Let’s look at the end of year planning conversations you should be having with your advisor before January 1.
Ep 30: What is Your Retirement Lifestyle?
Retirement looks different for all of us but determining what kind of lifestyle you want to enjoy will help you plan. Let’s talk about the different types of lifestyles we see clients choose and what it means for building a proper plan.