Ep 61: Home Run Retirement Planning

What can we learn about retirement planning in the baseball playbook? Today we explore what it takes to score a retirement home run.

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The Game Plan

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio.

If you’re a casual baseball watcher you probably want to see a home run. Similarly, you want a home run in retirement but you and your advisor still have to consider the long-term strategy and steps to get there. So, grab your peanuts and crackerjack, and let’s take the financial field.

The X’s & O’s

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

[1:08]Are you a baseball fan?

[1:55] The homerun

[4:31] Small ball

[5:55] Logic and numbers

[7:32] 5 tool players

[12:13] The stadium

Don’t try to hit those homeruns with a lot of those risky investments. It’s not about trying to get that 25% it’s trying to minimize that downside and not strike out.

– Dale Tondryk

More To Explore

Ep 80: Best Intentions, Bad Advice

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Ep 79: The Desire to Retire

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