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 49: Mind the Gap
Financial gaps will happen without a detailed assessment of your retirement plan, and that can keep you from living confidently in retirement. Let's look at the most common ones we see in plans and what we do to help fill those gaps.
Ep 48: Red Flags in Your Finances
Are you missing these financial red flags? Depending on how you answer these questions, this may be your sign to speak to a financial advisor about planning and diversifying your portfolio correctly.
Ep 47: What Retirement Are You Living For?
All that hard work you’re doing isn’t just to earn and save money. There are bigger reasons for retirement and we want to explore that on this episode. What are you living for? Let’s talk about the common motivations we find people have and discuss how we help them reach those goals.