The Game Plan

Before you reach retirement, it’s important that you take an honest look at yourself and your situation. Truly understanding where you want to go and what approach you want to take to get there will help you build the best retirement plan.

Today we’ll lay out a list of questions you should ponder. Get inside your own head and determine what the answers are for each of these. That way you can have a straightforward conversation with an advisor, and that will result in the best outcome for your financial future.

The X’s & O’s

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

[1:12] – What financial issue is at the top of your list?

[3:05] – What do you desire the most?

[4:58] – How much of a risk taker are you?

[6:28] – Do you have any investment biases?

[8:33] – What did you learn about money from your parents?

[10:13] – What does money really mean to you?

 

I love helping people, I love serving people, and I love family. So I want to take care of people that I work with. I want to take care of family. And that’s what it really means to me.

– 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.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com