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.

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

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Show Host

Dale Tondryk - The Coach

Dale Tondryk is president at Tondryk Wealth Management, LLC. He has more than 30 years of experience in the insurance and annuity industry and holds a Bachelor’s of Science from Southwest Minnesota State University.

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