Ep 43: Not Your Father’s Retirement

Every generation’s retirement comes with a new set of challenges but today’s retirees have a lot more on their plate than their parents did. Let’s take a look at the biggest retirement challenges facing people today and how planning has changed because of them.

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The Game Plan

Each year it seems that retirement planning gets just a little more complicated, and that’s clear when you look at planning for today’s retirees versus that of their parents.

On this episode of the Retirement Playbook Podcast, we’ll share the biggest changes from generation to generation and where the biggest challenges exist today. Identifying these things and adjusting your planning will greatly improve your financial future.

Join us as we explain why it’s just not your father’s retirement anymore.

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.

[2:15] – Okay to work beyond 65

[5:45] – More expensive to be retired than working

[8:28] – Healthcare expenses

[9:26] – Many more things to juggle now

[12:21] – What clients are asking about

[13:42] – Portfolios are much more intricate



“We have people that just want to work until 70 because they love it so much and they enjoy it.”

– Dale Tondryk

More To Explore

Ep 73: Getting it Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

Ep 72: Can’t Get No Satisfaction… Or Can You?

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations in which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.

Ep 71: Going Against the Grain to Achieve Your Retirement Goals

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.