Ep 48: Red Flags in Your Finances

Are you missing these financial red flags? Depending on how you answer these questions, this may be your sign to speak to a financial advisor about planning and diversifying your portfolio correctly.

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The Game Plan

Financial red flags won’t be the same for everyone. It depends a lot on what kind of person you are and how involved you want to be.

But for most of us, we only need to know the simple facts. We want to know that we will have enough money to maintain our lifestyles after retirement.

Advisors should be there as your confidant and should ensure you are comfortable with your financial plan. Make sure to listen to the full episode to learn about 5 big red flags and how Dale would solve them.

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.

[2:00] Can you name all your investments?

[4:49] How often do you meet with your financial advisor?

[7:56] Can you handle account balances moving?

[9:51] How much do you need to maintain your lifestyle?

[12:05] Can you describe your retirement plan?



“When you’re looking at investments you really want diversification in your portfolio. You need to have that…”

– 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.