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

The Financial Calendar

Join us in this episode of The Retirement Playbook podcast as Dale dives into the essential financial matters you need to address throughout the calendar year. He provides valuable insights into maximizing retirement contributions, managing required minimum distributions (RMDs), and making strategic financial moves to optimize your retirement savings.

Financial Therapy

Financial discussions and retirement planning can come with many emotions. From counseling couples with differing financial views to providing support during challenging life events such as divorce or medical issues, financial professionals wear many hats, including the role of a therapist. In this episode, Dale discusses the impact of having a financial professional guide you through life’s most stressful moments.

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.