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.
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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

More To Explore

Financial Therapy

Financial discussions and retirement planning can come with many emotions. From counseling couples with differing financial views to providing support during challenging life events such as divorce or medical issues, financial professionals wear many hats, including the role of a therapist. In this episode, Dale discusses the impact of having a financial professional guide you through life’s most stressful moments.

June 1, 2023

Ep 88: The Retirement Lifestyle

We’re taking a quick break from the Xs and Os of retirement finances today. Instead, we’re going to talk about some other important pieces of forming your retirement lifestyle. Join us as we discuss staying busy, the significance of social connections after you’ve stopped working, and maintaining your physical and mental health throughout retirement.

May 18, 2023

Ep 87: Social Security Myths

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you’re eligible is the best decision for your financial future? In this episode, we’ll be debunking common myths about Social Security and answering the questions you’ve been curious about.

May 4, 2023

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com

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