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 49: Mind the Gap
Financial gaps will happen without a detailed assessment of your retirement plan, and that can keep you from living confidently in retirement. Let's look at the most common ones we see in plans and what we do to help fill those gaps.
Ep 48: Red Flags in Your Finances
Are you missing these financial red flags? Depending on how you answer these questions, this may be your sign to speak to a financial advisor about planning and diversifying your portfolio correctly.
Ep 47: What Retirement Are You Living For?
All that hard work you’re doing isn’t just to earn and save money. There are bigger reasons for retirement and we want to explore that on this episode. What are you living for? Let’s talk about the common motivations we find people have and discuss how we help them reach those goals.