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 29: Take This Retirement Preparedness Quiz
Want to find out just how prepared you are for retirement? Here are five key questions that you need to be asking yourself. The answers will help determine just how ready you are to retire.
Ep 28: Best Places to Retire
Are you thinking about moving to a new state when you retire? Today we’ll look at a list of the top places people retire and discuss the common factors that go into make a decision like that. Plus, we’ll share the locations that many of our Minnesota clients have decided to live in retirement.
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.