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 88: The Retirement Lifestyle

We’re taking a quick break from the Xs and Os of retirement finances today. Instead, we’re going to talk about some other important pieces of forming your retirement lifestyle. Join us as we discuss staying busy, the significance of social connections after you’ve stopped working, and maintaining your physical and mental health throughout retirement.

May 18, 2023

Ep 87: Social Security Myths

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you’re eligible is the best decision for your financial future? In this episode, we’ll be debunking common myths about Social Security and answering the questions you’ve been curious about.

May 4, 2023

Ep 86: Don’t Get Lost In Retirement

Getting lost while driving in the car or hiking in the woods is kind of like getting lost in retirement planning. It can be tough to find your way without the right guidance and tools. But fear not! In today’s episode, we’re going to explore the most common mistakes people make in retirement planning and share some insightful advice to help you stay on track.

April 20, 2023

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com

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