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

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Show Host

Dale Tondryk - The Coach

Dale Tondryk is president at Tondryk Wealth Management, LLC. He has more than 30 years of experience in the insurance and annuity industry and holds a Bachelor’s of Science from Southwest Minnesota State University.

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