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

Ep 67: Are You A Risk Taker? How To See If Your Tolerance for Risk Matches Your Plan

Do you like to take risks? Or would you rather play it safe and steady? When it comes to the market risk can come with great reward, but it can also be damaging if our risk tolerance is out of balance with our plan. Most people don’t realize how much risk they are taking on and have a much lower tolerance than their portfolio reflects. 

Ep 66: Picking Sides in Important Financial Debates

Financial debates have existed for a long time and when we’re planning we may encounter quite a few. While there are various opinions out there, not everyone’s solution will fit your needs. Each situation is going to depend on your plan and goals.

Ep 65: Are These Retirement Statistics Encouraging or Disturbing?

We’ve gathered some updated retirement statistics from across the country. It’s time to find out if these are encouraging or disturbing findings if they’re reflective of the average client, and what you can do to improve your own retirement preparedness based on this information.