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