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 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.

Ep 64: Counting Down the Days Until Retirement

Those days, months, and years leading up to retirement can start to fill with anxiety about what needs to get done. We’ve assembled a list of priorities to keep in mind as you count down the days to retirement.

Ep 63: Common Retiree Housing Questions

With the state of the housing market and rising interest rates a lot of retirees have questions about their house and how it fits into their overall retirement plan.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com