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 80: Best Intentions, Bad Advice

You likely seek financial advice from lots of different sources. And some of those sources will certainly have good intentions, but they’ll often give bad

Ep 79: The Desire to Retire

People have different feelings when it comes to their desire to retire. We broke this concept down into five sections that we will explore today.