ALL EPISODES

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Ep 14: How Would You Do In The Financial Planning Olympics?

Ready to suit up and compete in the Olympics? Since the 2020 Summer Olympics have been postponed, let’s keep the games going by applying it to the world of financial planing? Will your strategy and preparation help you succeed? Find out in today’s podcast!

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Ep 12: Cleaning Out Your Financial Closet

A lot of Americans are using this lockdown time to clean up around the house so let’s channel that energy to getting our finances organized as well. We’re going to open the doors to that financial closet you haven’t looked into for some time and talk about how to get everything in order.

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Ep 11: Keys to Building a Sturdy Financial House

A home is a place where we depend on for stability and security, which is similar to our financial plan. Let’s explore the similarities even further by discussing each key element for building a house and what that would equate to in your retirement planning process.

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Ep 10: Key Things to Know About the CARES Act

The coronavirus pandemic has impacted just about everyone from a physical, emotional or financial standpoint. Now there’s relief on the way in the form of the CARES Act. Find out what this means for you as an investor and a small business owner.

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Ep 9: Social Distancing Your Finances

Some investment options shouldn’t be anywhere near each other because they have totally different goals. Let’s apply the popular social distancing phrase to our finances and look at four situations where these products need to stay separated.

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Ep 8: Famous Movie Quotes & Retirement Planning

Think about your favorite movie quote. We all have one, right? Have you ever tried to apply a financial meaning to it? Today we’ll take seven popular movie quotes and we’ll make sense of them in terms of retirement planning.

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Ep 7: Mutual Funds 101

Mutual funds have been a popular investment vehicle for many years but how well do you understand were your money is going? Today we’ll take you through the ins and outs of mutual funds by defining the key terminology and discussing the strategy behind the investment.

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Ep 6: Your Financial Advisor Should Have These Five Traits

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.

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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.

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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.

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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.

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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.

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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!

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