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

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