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 73: Getting it Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

Ep 72: Can’t Get No Satisfaction… Or Can You?

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations in which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.

Ep 71: Going Against the Grain to Achieve Your Retirement Goals

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.