Ep 30: What is Your Retirement Lifestyle?

Retirement looks different for all of us but determining what kind of lifestyle you want to enjoy will help you plan. Let’s talk about the different types of lifestyles we see clients choose and what it means for building a proper plan.

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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

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.