Month: February 2020

Ep 5: Social Security Myths & Misunderstandings

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.

Read More

Ep 4: Do These Things Actually Happen to Clients?

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.

Read More

Ep 3: Financial Items That Are Underrated and Overrated

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.

Read More

Ep 2: Debunking Financial Myths

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.

Read More

Ep 1: Introducing Dale Tondryk

Get to know who Dale is and why he is starting a podcast all about retirement planning and financial strategy. What will you learn on this new podcast? Find out in today’s episode!

Read More