Ep 49: Mind the Gap

Financial gaps will happen without a detailed assessment of your retirement plan, and that can keep you from living confidently in retirement. Let's look at the most common ones we see in plans and what we do to help fill those gaps.

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The Game Plan

If you are thinking of retiring early or are planning for long-term care, you want to make sure you have all your bases covered. Too often we find gaps in portfolios that can create so major issues down the road. 

Preparing for these situations will leave you with better options in the future. Today, Dale is going to discuss some common financial gaps that we may see after retirement and what we can do to plan for these. 

Knowing where you will get the money to pay for certain life events is crucial to a healthy retirement plan, and that’s why we’re helping you close that gaps. 

The X’s & O’s

Check out the timestamps below to skip around to specific topics on the show.

[0:53] Catching up with Dale

[3:23] Minding the gap

[4:15] Paycheck gap

[5:57] Social security and Medicare

[10:10] Inflation gap

[12:13] Long term care

[14:48] Widows gap

[17:05] Paying more taxes

“We like to set it up where you have enough cash set aside if you need to grab some without having to turn that 401(k) on right away.”

– 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.