Ep 46: It’s Just a Joke

Managing finances create plenty of stress each day so let’s take some time to add a little humor to the conversation. Today we’ll tell a few financial planning jokes and see what lessons we can learn along the way.

Apple PodcastsSpotifyGoogle PodcastsStitcheriHeartRadioTuneInAmazon MusicRSS

The Game Plan

It’s never a bad idea to stop and find the humor in our day-to-day lives and financial advisors don’t have a problem telling a few jokes at their expense.

On this episode, we’re going to take a light-hearted approach to our financial planning discussion by telling a few jokes and finding a way to apply the lesson to what we do with our clients each day. We’ll cover some pretty important aspects of planning so this show will have the best of both worlds.

If you’re a fan of dad jokes, this is an episode we think you’ll enjoy.

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.

[2:37] – Credit card debt

[5:36] – Bonds

[7:25] – Balances

[8:40] – Investing

[10:17] – Stock market volatility

[11:58] – Retiring early



“I like to help people set up a structure that they get out of debt before retirement. That’s really the key.”

– Dale Tondryk

More To Explore

Ep 67: Are You A Risk Taker? How To See If Your Tolerance for Risk Matches Your Plan

Do you like to take risks? Or would you rather play it safe and steady? When it comes to the market risk can come with great reward, but it can also be damaging if our risk tolerance is out of balance with our plan. Most people don’t realize how much risk they are taking on and have a much lower tolerance than their portfolio reflects. 

Ep 66: Picking Sides in Important Financial Debates

Financial debates have existed for a long time and when we’re planning we may encounter quite a few. While there are various opinions out there, not everyone’s solution will fit your needs. Each situation is going to depend on your plan and goals.

Ep 65: Are These Retirement Statistics Encouraging or Disturbing?

We’ve gathered some updated retirement statistics from across the country. It’s time to find out if these are encouraging or disturbing findings if they’re reflective of the average client, and what you can do to improve your own retirement preparedness based on this information.