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.

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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 73: Getting it Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

Ep 72: Can’t Get No Satisfaction… Or Can You?

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations in which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.

Ep 71: Going Against the Grain to Achieve Your Retirement Goals

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.