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.

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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. While a few of these have slight caveats, you won’t want to miss your window of opportunity to make the choice that is right for you.

Listen to today’s episode to learn what steps you can take to better prepare yourself for these potentially life-changing decisions.

Here’s some of what you’ll learn on this episode: 

  • Be careful not to start using your social security too early. [1:41]
  • Should you select the spousal benefit option on a pension? [5:15]
  • Why you should get life insurance early in life. [7:25]
  • What happens if you retire….then change your mind? [9:40]

 

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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.

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952-401-1671

dale@tondrykfinancial.com