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

Ep 67: Are You A Risk Taker? How To See If Your Tolerance for Risk Matches Your Plan

Do you like to take risks? Or would you rather play it safe and steady? When it comes to the market risk can come with great reward, but it can also be damaging if our risk tolerance is out of balance with our plan. Most people don’t realize how much risk they are taking on and have a much lower tolerance than their portfolio reflects. 

Ep 66: Picking Sides in Important Financial Debates

Financial debates have existed for a long time and when we’re planning we may encounter quite a few. While there are various opinions out there, not everyone’s solution will fit your needs. Each situation is going to depend on your plan and goals.

Ep 65: Are These Retirement Statistics Encouraging or Disturbing?

We’ve gathered some updated retirement statistics from across the country. It’s time to find out if these are encouraging or disturbing findings if they’re reflective of the average client, and what you can do to improve your own retirement preparedness based on this information.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com