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 67: Are You A Risk Taker? How To See If Your Tolerance for Risk Matches Your Plan

Do you like to take risks? Or would you rather play it safe and steady? When it comes to the market risk can come with great reward, but it can also be damaging if our risk tolerance is out of balance with our plan. Most people don’t realize how much risk they are taking on and have a much lower tolerance than their portfolio reflects. 

Ep 66: Picking Sides in Important Financial Debates

Financial debates have existed for a long time and when we’re planning we may encounter quite a few. While there are various opinions out there, not everyone’s solution will fit your needs. Each situation is going to depend on your plan and goals.

Ep 65: Are These Retirement Statistics Encouraging or Disturbing?

We’ve gathered some updated retirement statistics from across the country. It’s time to find out if these are encouraging or disturbing findings if they’re reflective of the average client, and what you can do to improve your own retirement preparedness based on this information.