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?

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