The Game Plan
We always appreciate hearing from you on the podcast. It gives us a better idea of the financial topics you’re interested in and the challenges you’re facing.
On this episode of the Retirement Playbook Podcast, we’re opening up the mailbag and tackling four questions that have come into the show. We’ll be covering a variety of topics that include Social Security planning, life insurance, leaving a legacy, and investing in the market.
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.
[3:00] – Mailbag question about when to start Social Security
[6:13] – Mailbag question on life insurance
[8:18] – Mailbag question on leaving money for kids
[11:37] – Mailbag question about the stock market
“You just can’t have more than two qualities that represent one specific investment. I think people sometimes try to get them all, but it just doesn’t make sense.”
– Dale Tondryk
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.
Ep 34: Gamestop Stock Mania
Whether you follow the market closely or not, you’ve probably seen the headlines about Gamestop stock. Join us as we get Dale’s perspective on what’s happening, what’s next, and what lessons we can take from this.
Ep 33: Mailbag – Social Security, Life Insurance, Legacy, & the Market
Is it okay to start Social Security before you retire? What about life insurance as a way to generate retirement income? We answer these questions plus a couple more that listeners have sent into the show.