Ep 4: Do These Things Actually Happen to Clients?

The world of investing and retirement planning isn’t always what it appears to be. We’re taking a look at financial scenarios that have been common at some point and explaining whether our clients are dealing with the same thing.

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The Game Plan

Have you ever watched a television show or a movie and seen a financial scene that doesn’t reflect reality? It looks great on the screen but you know that your experience was nothing like that.

This episode of The Retirement Playbook will discuss that exact thing. Dale is presented with scenarios that have been common at some point in time. He’ll tell us whether or not this is a still a thing with his clients. A couple of these might be movie storylines but others are serious investing conversations.

Let’s try to set the record straight on this show and give you some real-life examples along the way.

The X’s & O’s

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

[0:44] – What our main topic is about today.

[1:19] – Is this a thing: family members gathering in a room together for the reading of a will to find out who is getting what.

[1:59] – You see that a lot on TV but reality is different.

[2:25]– Is this a thing: someone discovers an old investment account they forgot they had.

[2:47] – Dale shares a real-world example of a client discovery.

[3:33] – Is this a thing: kids working their way through college.

[4:42] – Is this a thing: people successfully timing the market.

[5:39] – Is this a thing: people retiring but having to go back to work after running out of money.

“On our annual review, we’ll sit down and review all the beneficiary designations to make sure they have everything correct.”

– Dale Tondryk

More To Explore

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.

Ep 87: Social Security Myths

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you’re eligible is the best decision for your financial future? In this episode, we’ll be debunking common myths about Social Security and answering the questions you’ve been curious about.

Ep 86: Don’t Get Lost In Retirement

Getting lost while driving in the car or hiking in the woods is kind of like getting lost in retirement planning. It can be tough to find your way without the right guidance and tools. But fear not! In today’s episode, we’re going to explore the most common mistakes people make in retirement planning and share some insightful advice to help you stay on track.