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.

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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

More To Explore

The Financial Calendar

Join us in this episode of The Retirement Playbook podcast as Dale dives into the essential financial matters you need to address throughout the calendar year. He provides valuable insights into maximizing retirement contributions, managing required minimum distributions (RMDs), and making strategic financial moves to optimize your retirement savings.

Financial Therapy

Financial discussions and retirement planning can come with many emotions. From counseling couples with differing financial views to providing support during challenging life events such as divorce or medical issues, financial professionals wear many hats, including the role of a therapist. In this episode, Dale discusses the impact of having a financial professional guide you through life’s most stressful moments.

Ep 88: The Retirement Lifestyle

We’re taking a quick break from the Xs and Os of retirement finances today. Instead, we’re going to talk about some other important pieces of forming your retirement lifestyle. Join us as we discuss staying busy, the significance of social connections after you’ve stopped working, and maintaining your physical and mental health throughout retirement.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com