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
Ep 29: Take This Retirement Preparedness Quiz
Want to find out just how prepared you are for retirement? Here are five key questions that you need to be asking yourself. The answers will help determine just how ready you are to retire.
Ep 28: Best Places to Retire
Are you thinking about moving to a new state when you retire? Today we’ll look at a list of the top places people retire and discuss the common factors that go into make a decision like that. Plus, we’ll share the locations that many of our Minnesota clients have decided to live in retirement.
Ep 27: Retirement Concerns for Baby Boomers
With so many Baby Boomers heading into retirement every day, they are finding different challenges and concerns than their parents had to deal with. We work with many people in that generation and have heard many of these things first hand. Today we’ll talk about where the worries are and what they can do to be prepared for a long retirement.