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.

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

The Retirement Playbook Kit

Get yours for FREE and learn about proven retirement strategies and how to achieve a tax-free retirement.

Show Host

Dale Tondryk - The Coach

Dale Tondryk is president at Tondryk Wealth Management, LLC. He has more than 30 years of experience in the insurance and annuity industry and holds a Bachelor’s of Science from Southwest Minnesota State University.

Other Recent Episodes

Subscribe To The Show

Have a question?
Want to suggest a topic?

Use the form below to get in touch!