Ep 40: Listening to the Money Doctor

Let’s take a look at the world of medicine and see what valuable lessons can be applied to your retirement planning. After all, our goal is to make sure your financial health is on track so you’ll be able to enjoy retirement to its fullest.

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The Game Plan

A very common way to discuss financial planning is from a perspective of ‘health.’ It’s an easy way to understand just how important it is to take care of everything on the financial side of your life. Without a healthy portfolio, it’s easy to feel anxious about the future.

On this episode of the Retirement Playbook Podcast, we’ll let Dale play the role of the money doctor to help explain the lessons we can learn from the world of medicine. There are plenty of similarities between taking care of your physical and financial health but we’ll hit on a few of the most important ones.

Listen to the full episode or click on the timestamps below to skip around to specific topics.


The X’s & O’s

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

[1:40] – Always a good idea to get a check-up

[3:30] – How often are check-ups needed?

[5:44] – Need a prescription

[7:17] – Specialists

[10:18] – Getting a second opinion



“You just can’t go to some advisor and get some type of a sales pitch and think that it’s going to be your end-all answer to everything.”

– 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.