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

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Show Host

Dale Tondryk - The Coach

Dale Tondryk is president at Tondryk Wealth Management, LLC. He has more than 30 years of experience in the insurance and annuity industry and holds a Bachelor’s of Science from Southwest Minnesota State University.

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