Ep 54: 5 Signs of Financial Health

Are you financially healthy? On today’s episode, we will be discussing 5 signs of financial health.
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The Game Plan

So what are some good indications you are on the right track? Spending less than you make, understanding tax implications, and having a retirement plan are all good signs your plan is healthy and stable. If you are married, do you both know enough about the retirement plan? Do you worry about the financial future? Having a detailed income plan can save you a lot of time, money, and worry.

The X’s & O’s

Check out the timestamps below to skip around to specific topics on the show.

[2:45] – If you spend less than you make

[5:08] – Understanding your future taxes

[6:16] – Both spouses are familiar with the plan

[7:42] – You actually have a retirement income plan

[8:49] – You don’t worry about the financial future

 

“The ones that are spending less than they are making before they retire, after they retire and are in their retirement zone, they are still spending less than they’re bringing in.  “

– Dale Tondryk

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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.

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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.

May 18, 2023

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com

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