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 73: Getting it Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

Ep 72: Can’t Get No Satisfaction… Or Can You?

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations in which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.

Ep 71: Going Against the Grain to Achieve Your Retirement Goals

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.