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 73: Getting it Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

Ep 72: Can’t Get No Satisfaction… Or Can You?

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations in which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.

Ep 71: Going Against the Grain to Achieve Your Retirement Goals

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.