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