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 73: Getting it Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

Ep 72: Can’t Get No Satisfaction… Or Can You?

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations in which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.

Ep 71: Going Against the Grain to Achieve Your Retirement Goals

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com