Ep 23: Awkward Conversations in Financial Planning

In order to build a complete financial plan that meets aligns with your goals, it takes many honest conversations with your advisor. Some of those, by nature, are going to be a little uncomfortable. Let’s look at some of the more awkward discussions we have with clients during the planning process.
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The Game Plan

The only way you’ll ever reach your financial goals is by having direct and honest conversations when building a retirement plan. Frank conversations, however, can create a bit of an uncomfortable feeling sometimes. 

Today we plan to run through some of the awkward conversations we have with clients and why they get to that point. Plus, Dale will talk about the financial considerations that arise with each topic.

The X’s & O’s

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

[2:10] – Our topic this week is awkward conversations.

[2:54] – Dealing with a divorce.

[4:50] – Determining who should be included as beneficiaries.

[6:41] – Sorting out an estate.

[9:43] – Changing financial advisors

[14:00] – Getting emotional due to financial stress.

 

“Whether it’s changing beneficiaries or getting a divorce, you have to just be open and talk it through because if you’re not, you won’t get anything accomplished.“

– Dale Tondryk

More To Explore

Financial Therapy

Financial discussions and retirement planning can come with many emotions. From counseling couples with differing financial views to providing support during challenging life events such as divorce or medical issues, financial professionals wear many hats, including the role of a therapist. In this episode, Dale discusses the impact of having a financial professional guide you through life’s most stressful moments.

June 1, 2023

Ep 88: The Retirement Lifestyle

We’re taking a quick break from the Xs and Os of retirement finances today. Instead, we’re going to talk about some other important pieces of forming your retirement lifestyle. Join us as we discuss staying busy, the significance of social connections after you’ve stopped working, and maintaining your physical and mental health throughout retirement.

May 18, 2023

Ep 87: Social Security Myths

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you’re eligible is the best decision for your financial future? In this episode, we’ll be debunking common myths about Social Security and answering the questions you’ve been curious about.

May 4, 2023

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com

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