Ep 26: The Financial Forecast

The change from summer to fall always gets us talking about the change in weather so we thought we’d carry that conversation over to the podcast. Join us as we provide correlations between what we see in the weather with how we prepare our finances.

The Game Plan

As the leaves begin changing colors and the air begins to get clear and crisp, it’s a wonderful time to live in Minnesota. This is one of our favorite seasons of the year and it got us thinking about the weather.

That’s why we landed on the idea behind this episode of the Retirement Playbook Podcast. Let’s take a few of the weather elements we see in a forecast and make the correlation to financial planning.

 

The X’s & O’s

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

[2:35] – Tornadoes

[5:03] – The 3 Investment Worlds

[6:47] – The Jet Stream

[8:42] – The Heat Index 

[11:10] – Black Ice

[16:20] – How to prepare for your financial future.

 

When you’re looking at mutual funds and you’re looking at a diversified group of stocks for example, I think that 10% (return) is way too generous.

– 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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