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 40: Listening to the Money Doctor
Let’s take a look at the world of medicine and see what valuable lessons can be applied to your retirement planning. After all, our goal is to make sure your financial health is on track so you’ll be able to enjoy retirement to its fullest.
Ep 39: How Long Will a Million Dollars Last?
Could you retire off a million dollars? Yahoo! released a survey about how long that much money would last in different cities around the country. Let’s discuss the statistics and explain the process for determining how much money you’ll need for retirement.
Ep 38: What Basketball Can Teach Us About Retirement
We always enjoy March Madness when it rolls around and we thought it might be fun to tie it into what we do everyday. Join us as we explore some of the strategies and rules of basketball and determine how they apply to retirement planning.