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 73: Getting it Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

Ep 72: Can’t Get No Satisfaction… Or Can You?

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations in which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.

Ep 71: Going Against the Grain to Achieve Your Retirement Goals

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com