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 35: Retirement Planning for Business Owners
Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Today we’ll talk about the areas where Dale sees the biggest trouble areas when it comes to planning.
Ep 34: Gamestop Stock Mania
Whether you follow the market closely or not, you’ve probably seen the headlines about Gamestop stock. Join us as we get Dale’s perspective on what’s happening, what’s next, and what lessons we can take from this.
Ep 33: Mailbag – Social Security, Life Insurance, Legacy, & the Market
Is it okay to start Social Security before you retire? What about life insurance as a way to generate retirement income? We answer these questions plus a couple more that listeners have sent into the show.