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.

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The Game Plan

People ask us all the time how they can tell whether retirement is within their reach or if there’s more work to be done.

There’s no blanket answer that works for everyone but there are some questions you can ask yourself that will give you a pretty good idea. On this episode of the Retirement Playbook Podcast, Dale will take you through five key questions and explain what the answers will tell you about retirement

If you haven’t spent much time on planning, reach out to us and let’s start building your playbook.

The X’s & O’s

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

[1:58] – Election still being counted

[2:59] – Do you know how much you have?

[5:30] – Do you know how much you spend?

[7:26] – Do you know how much risk you have in your portfolio?

[10:25] – Do you know what you’re paying in fees? 

[12:22] – Do you know what your retirement income streams are going to look like?


“What we try to accomplish is that all of your guaranteed sources of income are coming in that are going to cover all of your necessary expenses. That is going to be so critical.”

– 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.