Ep 19: Financial Truth Bombs

It’s time to blow up some of the common beliefs people have held for years to make sure you know the truth about financial planning.

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The Game Plan

One of the jobs of a financial advisor is being honest and straightforward with clients about their money and their retirement plans. Sometimes that comes as a surprise to people because it goes against everything they’ve heard before.

We asked Dale to share some of these financial truth bombs that get dropped on clients to keep them from making errors in planning. How prepared are you? Find out on this episode of the Retirement Playbook Podcast.

Listen to the full episode or click on the timestamps below to make sure you avoid ruining your hard-earned retirement.

 

The X’s & O’s

Check out the timestamps below to skip around to specific topics on the show.

[1:33] – This week we’re dropping truth bombs.

[2:09] – Bonds are not always as great for retirees as people think they are.  

[3:50] – Income taxes are currently close to historical lows. Do most people realize that?

[5:52] – The hardest part of investing is managing your own behavior.

[9:02] – Just because you’re an expert in your area, doesn’t mean you’re an expert in money.

[11:32] – You probably have more at risk in your portfolio than you realize.

 

“You have to be aware of the fact that bonds are not guaranteed and there’s an opportunity that you could lose value in bonds, specifically bond funds.”

– Dale Tondryk

More To Explore

Ep 80: Best Intentions, Bad Advice

You likely seek financial advice from lots of different sources. And some of those sources will certainly have good intentions, but they’ll often give bad

Ep 79: The Desire to Retire

People have different feelings when it comes to their desire to retire. We broke this concept down into five sections that we will explore today.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com