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

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