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

The Financial Calendar

Join us in this episode of The Retirement Playbook podcast as Dale dives into the essential financial matters you need to address throughout the calendar year. He provides valuable insights into maximizing retirement contributions, managing required minimum distributions (RMDs), and making strategic financial moves to optimize your retirement savings.

Financial Therapy

Financial discussions and retirement planning can come with many emotions. From counseling couples with differing financial views to providing support during challenging life events such as divorce or medical issues, financial professionals wear many hats, including the role of a therapist. In this episode, Dale discusses the impact of having a financial professional guide you through life’s most stressful moments.

Ep 88: The Retirement Lifestyle

We’re taking a quick break from the Xs and Os of retirement finances today. Instead, we’re going to talk about some other important pieces of forming your retirement lifestyle. Join us as we discuss staying busy, the significance of social connections after you’ve stopped working, and maintaining your physical and mental health throughout retirement.