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 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.

Ep 64: Counting Down the Days Until Retirement

Those days, months, and years leading up to retirement can start to fill with anxiety about what needs to get done. We’ve assembled a list of priorities to keep in mind as you count down the days to retirement.

Ep 63: Common Retiree Housing Questions

With the state of the housing market and rising interest rates a lot of retirees have questions about their house and how it fits into their overall retirement plan.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com