Ep 1: Introducing Dale Tondryk

Get to know who Dale is and why he is starting a podcast all about retirement planning and financial strategy. What will you learn on this new podcast? Find out in today’s episode!

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The Game Plan

After being on the radio every Saturday for years, Dale is ready to bring his coaching and financial expertise to a weekly podcast. This will allow listeners to hear some of his financial strategy and thoughts whenever it is most convenient for them.

So, what can you expect to learn about on The Retirement Playbook podcast? Investment planning, estate planning, Social Security, and retirement planning are all topics that will now be on the podcast. Want to take it beyond the podcast? Dale also holds workshops regularly in the community center in Minnetonka as well as in the office to educate further on some of these topics.

The client relationship is incredibly important to Dale, which is why he wants to build a trust and friendship with clients. One way to start is by getting to know Dale. On this episode of the podcast, Dale will share a bit more about his background, what he likes to do on the weekends, and where he most recently went on vacation.

The X’s & O’s

Are you ready to get to know Dale? Listen to the full episode or click on the timestamps below to hear a specific segment.

[1:45] – One thing you might not know about Dale.

[4:22] – What Dale likes about living in Minnetonka.

[5:12] – How Dale spends his weekends with his wife, grandkids, and community.

[5:45] – Dale’s most recent vacations, both internationally and in the U.S.

[7:30] – What does being a financial advisor mean?

[8:57] – What can clients expect when coming in for financial planning?

[11:28] – What does Dale like most about being a financial advisor?

[12:31] – Why do a podcast?

[13:04] – What will people learn from the podcast?

[14:52] – What kind of relationship does Dale build with his clients?  15:41 – Who is the ideal listener and ideal client?

Coach Quote

“The ideal client is somebody getting close to retirement, ready to get a plan in place, follows the plan, meet with us, gives us their money, and trusts that we’ll take care of them for the rest of their life.” – 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.