Just like the lights on your dashboard can indicate if something is wrong with your car, like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed.

On today’s show, we’ll explain why your net worth, your view of retirement and your thoughts on nursing homes might be problematic.

Here’s some of what you’ll learn on this episode:

  • Why your guess of what it takes to fund your lifestyle is probably way off. (1:45)
  • Why tracking net worth or account balance should not be the only thing you care about. (5:21)
  • Why you need to have a different retirement plan than your parents. (8:17)

 

 

 

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.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com