The Game Plan
When you think about retirement, do you picture yourself on the beach sipping a cocktail? Or do you imagine it sitting on the front porch watching the grandkids play in the yard?
Whatever retirement looks like, it’s important to identify those plans ahead of time so you can ensure your plan accounts for expenses. On this episode, we’ll share some of the most common retirement lifestyles that we see from our clients and how we build a portfolio to account for those dreams and goals.
Listen to the full episode or click on the timestamps below to skip around to specific topics.
The X’s & O’s
Check out the timestamps below to skip around to specific topics on the show.
[2:10] – Two-home solution
[4:46] – One solution a client has chosen
[5:43] – Traveling the country by RV
[8:45] – Front porch lifestyle
[10:18] – The College Life
[12:00] – The Florida Life
[13:23] – Golf Life
[15:08] – Follow your passion
“It’s important to plan and come up with some ideas that you really want to try, and just do it.”
– Dale Tondryk
Ep 49: Mind the Gap
Financial gaps will happen without a detailed assessment of your retirement plan, and that can keep you from living confidently in retirement. Let's look at the most common ones we see in plans and what we do to help fill those gaps.
Ep 48: Red Flags in Your Finances
Are you missing these financial red flags? Depending on how you answer these questions, this may be your sign to speak to a financial advisor about planning and diversifying your portfolio correctly.
Ep 47: What Retirement Are You Living For?
All that hard work you’re doing isn’t just to earn and save money. There are bigger reasons for retirement and we want to explore that on this episode. What are you living for? Let’s talk about the common motivations we find people have and discuss how we help them reach those goals.