Ep 53: Retirement Jigsaw Puzzle

When constructing a jigsaw puzzle you likely have some sort of strategy. Maybe you start with the frame first or sort the pieces by color. Like starting a puzzle, you don't want to jump into retirement without having a plan.

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The Game Plan

Today, we are going to be discussing how having a strategy is necessary when creating a financial plan and sticking to it. Some strategies you take to create a puzzle are similar to making a retirement plan. Know your goals. What is the big picture? Your framework is your income plan compared with your expenses. How much money will you need for retirement? Once you are in retirement what will you do with your time?

The X’s & O’s

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

[1:08] Getting ready for Thanksgiving

[3:13] Understanding the big picture

[5:09] Starting with your framework

[6:47] Sorting your accounts

[9:19] What is the endgame?

 

You are not going to have retirement without an income plan.

– Dale Tondryk

More To Explore

Ep 80: Best Intentions, Bad Advice

You likely seek financial advice from lots of different sources. And some of those sources will certainly have good intentions, but they’ll often give bad

Ep 79: The Desire to Retire

People have different feelings when it comes to their desire to retire. We broke this concept down into five sections that we will explore today.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com