Retirement Playbook

Latest Episodes:

Ep 6: Your Financial Advisor Should Have These Five Traits Mar 05, 2020

Show notes

Working with a financial advisor is an important decision that isn’t usually made on a whim. Doing your research and meeting with advisors is a key part of the process to determine who best fits your needs. All financial professionals are unique but all of the good ones will have these five qualities.

Show notes and additional resources: https://retirementplaybookpodcast.com/retirement-strategy/ep-6-your-financial-advisor-should-have-these-five-traits/1178/

Today's rundown:

0:54 – 1st characteristic: Trust. How do you decide if they’re trustworth?

1:58 – 2nd characteristic: Likeability. How do you assess that?

3:04 – 3rd characteristic: Area of Expertise. Why is this important?

4:11 – 4th characteristic: Good listener

5:34 – 5th characteristic: Problem solver

See omnystudio.com/listener for privacy information.

Ep 5: Social Security Myths & Misunderstandings Feb 20, 2020

Show notes

Myths, rumors and misunderstandings are pervasive in the world of Social Security. So what should you believe and what needs to be ignored? On this show, we’ll look to clear up three of the top misunderstandings about Social Security.

Show notes and additional resources: http://retirementplaybookpodcast.com

Today's rundown:

0:50 – First myth: There’s a perfect time to start collecting Social Security.

2:07 – Second myth: Social Security is going to run out of money.

3:42 – Third myth: Decisions about Social Security have nothing to do with other financial considerations.

4:31 – There’s also tax considerations regarding SS.

5:38 – Question #1: I’ve always donated to several different charities at the end of every year. Since the tax laws changed last year, it seems that it didn’t benefit me from a tax standpoint. Am I missing something?

6:46 – Question #2: I got a raise recently and I want to make sure I put the extra money to good use. Do you think I should save towards retirement or pay extra on my mortgage?

7:39 – Question #3: I’m almost 70 and I’m worried I’ll never be able to retire. I’ve always heard you need a million dollars but I only have about half that. Will I have to work forever?

Helpful Info:

Website: https://www.myinvestingcoach.com/

Phone #: 952-401-1671

Email: dale@tondrykfinancial.com

See omnystudio.com/listener for privacy information.

Ep 4: Do These Things Actually Happen to Clients? Feb 06, 2020

Show notes

The world of investing and retirement planning isn’t always what it appears to be. We’re taking a look at financial scenarios that have been common at some point and explaining whether our clients are dealing with the same thing.

Show notes and additional resources: https://www.myinvestingcoach.com/

Today's Rundown:

0:44 – What our main topic is about today.

1:19 – Is this a thing: family members gathering in a room together for the reading of a will to find out who is getting what.

1:59 – You see that a lot on TV but reality is different.

2:25 – Is this a thing: someone discovers an old investment account they forgot they had.

2:47 – Dale shares a real-world example of a client discovery.

3:33 – Is this a thing: kids working their way through college.

4:42 – Is this a thing: people successfully timing the market.

5:39 – Is this a thing: people retiring but having to go back to work after running out of money.

See omnystudio.com/listener for privacy information.

Ep 3: Financial Items That Are Underrated and Overrated Feb 06, 2020

Show notes

Building a retirement plan is an on-going process that changes as you progress through you career. That’s why it’s important to evaluate your portfolio frequently to see if you goals and strategies need to adjust. Let’s talk about some financial things that might need more of your attention and some others that might not be all they’re cracked up to be.

Show notes and additional resources: https://www.myinvestingcoach.com/

Today's rundown:

0:47 – Let’s talk about things that are overrated and underrated.

0:55 – Tax advantages: overrated?

2:02 – Rates of return: overrated?

4:04 – Commission-based investment accounts: overrated?

6:08 – Liquidity: underrated?

7:14 – Predictability: underrated?

8:00 – Simplicity: underrated?

Helpful Info:

Website: https://www.myinvestingcoach.com/

Phone #: 952-401-1671

Email: dale@tondrykfinancial.com

See omnystudio.com/listener for privacy information.

Ep 2: Debunking Financial Myths Feb 06, 2020

Show notes

What financial statements are more myth than fact? When you look at your financial plans, are you asking the wrong questions? To make the most of your resources, it’s important to understand where

Show notes and additional resources: https://www.myinvestingcoach.com/

Today's Rundown:

0:52 - Myth: The more a financial plan weighs, the more valuable.

2:00 - Myth: A will is all I need to have my affairs in order.

3:07 - Myth: My spouse will be fine when I’m gone, they will only need half as much income anyway.

4:35 - Myth: When I retire, I need to dramatically shift from stocks to bond.

5:51 - How much money should I save to retire?

7:05 - Should I get long-term care insurance?

7:52 - How can I get the highest possible return on my money?

9:22 - Where can I pay the lowest fees for financial advice?

10:35 - What can I do to pay less in taxes this year?

Helpful Info:

Website: https://www.myinvestingcoach.com/

Phone #: 952-401-1671

Email: dale@tondrykfinancial.com

See omnystudio.com/listener for privacy information.

Ep 1: Introducing Dale Tondryk & The Retirement Playbook Podcast Jan 16, 2020

Show notes

It's time to get to know your financial coach Dale Tondryk.

On this episode, co-host Ron Stutts asks Dale about his background, how he became a financial advisor and what shapes his investing philosophies. We'll give you a preview of the kinds of topics we're going to cover on future episodes and identify what we really hope you'll learn and take away from this show.

Helpful Info:

Website: https://www.myinvestingcoach.com/

Phone #: 952-401-1671

Email: dale@tondrykfinancial.com

See omnystudio.com/listener for privacy information.

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