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

Ep 80: Best Intentions, Bad Advice

You likely seek financial advice from lots of different sources. And some of those sources will certainly have good intentions, but they’ll often give bad

Ep 79: The Desire to Retire

People have different feelings when it comes to their desire to retire. We broke this concept down into five sections that we will explore today.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com