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.

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The Game Plan

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.

Investing always involves a certain amount of risk, but how much risk is right for you? For example, it could make sense to pay off your home, even if you use a large portion of your savings. Speaking of which- are you keeping enough cash in the bank?

The right financial advisor will tailor their advice to their client’s specific needs. Listen to find out if going against the grain could help you achieve your financial goals more successfully.

The X’s & O’s

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

[3:41]Should you pay off your house?

[5:27] How to handle debt

[7:52]Why you might want to repurpose your life insurance

[9:53]Using annuities the right way

[12:20]When it makes sense to keep extra cash in the bank

Let’s take a look at your immediate debt…if you have a car, or a credit card, or any other miscellaneous thing, let’s get rid of all that first. Get rid of it.”

 

– 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.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com