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 32: Understanding the 3 Qualities of Money
The goal for your money is to help you reach retirement and utilizing it correctly will achieve that. Before making any financial decisions, it’s important to understand the three different qualities of money and which investments best align with your goals.
Ep 31: End of Year Financial Checklist
We’re all ready to put an end to 2020 and turn the calendar to a new year, but first things first. Let’s look at the end of year planning conversations you should be having with your advisor before January 1.
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.