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 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