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 38: What Basketball Can Teach Us About Retirement
We always enjoy March Madness when it rolls around and we thought it might be fun to tie it into what we do everyday. Join us as we explore some of the strategies and rules of basketball and determine how they apply to retirement planning.
Ep 37: State of the American Pension Plan
Is the pension becoming a thing of the past? More and more people are having to create income plans that don’t include a pension and it can present a different set of challenges. Today we’ll discuss the state of the American pension plan and what you need to know with and without one.
Ep 36: This is Why You Never Assume
As people prepare for retirement, there are some common assumptions that get made. The problem is these assumptions can often lead you astray and underprepared financially. Today we’ll look address these misconceptions and explain why it’s important to never assume.