Ep 47: What Retirement Are You Living For?

All that hard work you’re doing isn’t just to earn and save money. There are bigger reasons for retirement and we want to explore that on this episode. What are you living for? Let’s talk about the common motivations we find people have and discuss how we help them reach those goals.

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The Game Plan

So much of our time is spent working on accumulating and building wealth during our lives that we forget the reason for it all.

If you haven’t stopped and taken a step back to see the bigger picture, we want to encourage you do just that. What retirement are you living for? That’s the question to ask yourself. Once you determine that, it makes planning much clearer.

As advisors, our goal is to help you identify your ‘why’ and then build a plan to help you reach that. On this episode, we’re going to explore some of the common motivations people have for retirement and take you through the process that we use to help them reach those 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.

[1:59] – Spending more time with family

[5:42] – Buying stuff

[8:00] – Big travel plans

[10:21] – Helping grandkids with college

[12:13] – Funding a charity



“Ideally you’ve built up a Roth IRA that you can pull out tax free and never have to worry about 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.