Ep 59: Who Even Needs an Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor
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The Game Plan

While most people probably need an advisor, some people might not need one. So who really needs an advisor and why? For the last 12 years, the market has been pretty favorable, meaning most DIY investors have been doing fairly well. However, if you are a procrastinator or simply don’t know where to start saving for retirement, having an advisor can be a great way to get some extra support and motivation.

There is a lot to figure out. When will you start taking Social Security? Will you live off of your 401(k), IRA, or both? If you have the time and resources to strategically plan that’s great, but for the rest of us an advisor may be necessary. On today’s episode we’ll talk through a few signs you may need an advisor.

The X’s & O’s

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

[1:11] – Are you a procrastinator?

[3:30] – You don’t know where to start

[4:25] – You don’t know what you don’t know

[6:16] – Do you have the time?

[7:26] – Can you navigate the information?  

“One of the things that we focus on is to be debt free when you get into retirement because it makes life so much easier. It’s great to find somebody you can sit down with and feel comfortable with and get a plan in place.“

– Dale Tondryk

More To Explore

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

Ep 87: Social Security Myths

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you’re eligible is the best decision for your financial future? In this episode, we’ll be debunking common myths about Social Security and answering the questions you’ve been curious about.

May 4, 2023

Ep 86: Don’t Get Lost In Retirement

Getting lost while driving in the car or hiking in the woods is kind of like getting lost in retirement planning. It can be tough to find your way without the right guidance and tools. But fear not! In today’s episode, we’re going to explore the most common mistakes people make in retirement planning and share some insightful advice to help you stay on track.

April 20, 2023

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com

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