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 38: What Basketball Can Teach Us About Retirement
We always enjoy March Madness when it rolls around and we thought it might be fun to tie it into what we do everyday. Join us as we explore some of the strategies and rules of basketball and determine how they apply to retirement planning.
Ep 37: State of the American Pension Plan
Is the pension becoming a thing of the past? More and more people are having to create income plans that don’t include a pension and it can present a different set of challenges. Today we’ll discuss the state of the American pension plan and what you need to know with and without one.
Ep 36: This is Why You Never Assume
As people prepare for retirement, there are some common assumptions that get made. The problem is these assumptions can often lead you astray and underprepared financially. Today we’ll look address these misconceptions and explain why it’s important to never assume.