Ep 35: Retirement Planning for Business Owners

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Today we’ll talk about the areas where Dale sees the biggest trouble areas when it comes to planning.

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The Game Plan

Planning for retirement carries with it a set of challenges for everyone, but there are additional misconceptions that business owners have to overcome.

As a business owner and Investment Advisor, Dale has seen both sides of the coin so he possesses a unique perspective on this topic. Today we’ll run through the trouble spots for owners as they commonly pour so much time and energy into their company at the expense of their personal finances.

Listen to the full episode or click on the timestamps below to skip around to specific topics.

The X’s & O’s

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

[1:42] – If the business plan works, then retirement will work out

[5:43] – Selling your business will fund retirement

[7:55] – Keeping the business in the family

[11:34] – Having your business affairs in order


“Now you want to start taking your profits and transporting them to your personal self, and that’s how you start creating net worth.”

– Dale Tondryk

More To Explore

Ep 67: Are You A Risk Taker? How To See If Your Tolerance for Risk Matches Your Plan

Do you like to take risks? Or would you rather play it safe and steady? When it comes to the market risk can come with great reward, but it can also be damaging if our risk tolerance is out of balance with our plan. Most people don’t realize how much risk they are taking on and have a much lower tolerance than their portfolio reflects. 

Ep 66: Picking Sides in Important Financial Debates

Financial debates have existed for a long time and when we’re planning we may encounter quite a few. While there are various opinions out there, not everyone’s solution will fit your needs. Each situation is going to depend on your plan and goals.

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.