Ep 27: Retirement Concerns for Baby Boomers

With so many Baby Boomers heading into retirement every day, they are finding different challenges and concerns than their parents had to deal with. We work with many people in that generation and have heard many of these things first hand. Today we’ll talk about where the worries are and what they can do to be prepared for a long retirement.

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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

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.