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 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.