The Retirement Playbook with Dale Tondryk

There are plenty of financial planning strategies that have been passed down to each generation without losing effectiveness, but not everything can stand the test of time. Today we’ll identify five planning ideas that are either becoming obsolete or already hold little value anymore.   Read more and get additional financial planning resources here: https://retirementplaybookpodcast.com/retir...

Your home is one of the biggest assets in your financial portfolio and there are a lot of decisions to make related to real estate. Let’s talk about the conversations we have with clients about mortgages, rental properties, downsizing, and more.   Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-24-how-your-home-fits-into-reti...

In order to build a complete financial plan that meets aligns with your goals, it takes many honest conversations with your advisor. Some of those, by nature, are going to be a little uncomfortable. Let’s look at some of the more awkward discussions we have with clients during the planning process.   Read more and get additional financial resources here: https://retirementplaybookpodcast.com/...

Financial planning can be complicated at times so let’s try to simplify it a bit. Today we’ll break down the three qualities of money we utilize for a client’s portfolio and what type investments fit into each.   Read more and get additional financial resources here: https://retirementplaybookpodcast.com/investing/ep-22-understanding-the-3-qualities-of-money/1321/     On today's sho...

Before you reach retirement, it’s important that you take an honest look at yourself and your situation. Truly understanding where you want to go and what approach you want to take to get there will help you build the best retirement plan. Today we’ll lay out a list of questions you should ponder. Get inside your own head and determine what the answers are for each of these. That way you can have...

In honor of the upcoming 4th of July holiday weekend, we’re going to declare our financial independence. Join us as we lay out a list of things we want to be independent of when retirement rolls around.   Read more and get additional financial resources here:  https://retirementplaybookpodcast.com/investing/ep-20-declaring-our-financial-independence/1309/     Today's show sched...

It’s time to blow up some of the common beliefs people have held for years to make sure you know the truth about financial planning.     Read more and get additional financial resources here:  https://retirementplaybookpodcast.com/retirement-strategy/ep-19-financial-truth-bombs/1302/     Today's show schedule:  1:33 – This week we’re dropping truth bombs. 2:09 – Bonds...

If you’re a Delta employee or know someone who is, take a few minutes to listen to this special episode dedicated to the buyout offer being made by the airline. We’ll tell you what three considerations you need to make before making any career decisions.   Read more and get additional financial resources here:  https://retirementplaybookpodcast.com/retirement-strategy/ep-18-special-editi...

Have you ever gotten lost? Not that much fun is it? Well, getting lost in the car or in the woods is a lot like getting lost in retirement planning. Let’s look at the reasons that people get lost, and then how to get back on track.   Read more and get additional resources here:  https://retirementplaybookpodcast.com/retirement-strategy/ep-17-how-we-get-lost-in-retirement/1288/   &nb...

When you spend a lot of time thinking about how to and when to retire, you don’t want to overlook these easy ways to ruin it! On today’s episode we highlight five ways you could ruin your retirement if you aren’t careful.   Read more and get additional financial resources here:  https://retirementplaybookpodcast.com/retirement-strategy/ep-16-5-easy-ways-to-ruin-your-retirement/1280/ &nbs...

If you work with an advisor, are you expecting expert advice or are you expecting to be the one who is right all the time? It’s a relationship of trust as you make wise decisions together, but you might not always be “right” when it comes to making financial plans.   Read more and get additional financial resources here:  https://retirementplaybookpodcast.com/retirement-strategy/ep-15-th...

Ready to suit up and compete in the Olympics? Since the 2020 Summer Olympics have been postponed, let’s keep the games going by applying it to the world of financial planing? Will your strategy and preparation help you succeed? Find out in today’s podcast!   Read more and get additional financial resources here:  https://retirementplaybookpodcast.com/retirement-strategy/how-would-you-do-...

Is financial fear and fatigue stopping you in your tracks? Let’s discuss some of the ways you can continue to move forward with your financial plan.   Read more and get additional resources here:  https://retirementplaybookpodcast.com/investing/ep-13-does-your-financial-plan-have-pandemic-paralysis/1257/     Today's show schedule:  1:03 - What is the latest response to the...

A lot of Americans are using this lockdown time to clean up around the house so let’s channel that energy to getting our finances organized as well. We’re going to open the doors to that financial closet you haven’t looked into for some time and talk about how to get everything in order.   Read more and get additional resources here:  https://retirementplaybookpodcast.com/uncategorized/e...

A home is a place where we depend on for stability and security, which is similar to our financial plan. Let’s explore the similarities even further by discussing each key element for building a house and what that would equate to in your retirement planning process.   Read more and get additional resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-11-keys-to-bui...

The coronavirus pandemic has impacted just about everyone from a physical, emotional or financial standpoint. Now there’s relief on the way in the form of the CARES Act. Find out what this means for you as an investor and a small business owner.   Read more and get additional resources here:  https://retirementplaybookpodcast.com/retirement-strategy/ep-10-key-things-to-know-about-the-car...

Some investment options shouldn’t be anywhere near each other because they have totally different goals. Let’s apply the popular social distancing phrase to our finances and look at four situations where these products need to stay separated.   Read more and get additional resources here:  https://retirementplaybookpodcast.com/retirement-strategy/ep-9-social-distancing-your-finances/1235...

Think about your favorite movie quote. We all have one, right? Have you ever tried to apply a financial meaning to it? Today we’ll take seven popular movie quotes and we’ll make sense of them in terms of retirement planning.     Read more and get additional resources here:  https://retirementplaybookpodcast.com/retirement-strategy/ep-8-famous-movie-quotes-retirement-planning/1229/ &...

Mutual funds have been a popular investment vehicle for many years but how well do you understand were your money is going? Today we’ll take you through the ins and outs of mutual funds by defining the key terminology and discussing the strategy behind the investment.   Show notes and additional resources: https://retirementplaybookpodcast.com/investing/ep-7-mutual-funds-101/1193/   &nbs...

Working with a financial advisor is an important decision that isn’t usually made on a whim. Doing your research and meeting with advisors is a key part of the process to determine who best fits your needs. All financial professionals are unique but all of the good ones will have these five qualities.   Show notes and additional resources:  https://retirementplaybookpodcast.com/retiremen...

Myths, rumors and misunderstandings are pervasive in the world of Social Security. So what should you believe and what needs to be ignored? On this show, we’ll look to clear up three of the top misunderstandings about Social Security.   Show notes and additional resources: http://retirementplaybookpodcast.com     Today's rundown:  0:50 – First myth: There’s a perfect time to st...

The world of investing and retirement planning isn’t always what it appears to be. We’re taking a look at financial scenarios that have been common at some point and explaining whether our clients are dealing with the same thing.   Show notes and additional resources: http://retirementplaybookpodcast.com     Today's Rundown:  0:44 – What our main topic is about today. 1:19 – Is...

Building a retirement plan is an on-going process that changes as you progress through you career. That’s why it’s important to evaluate your portfolio frequently to see if you goals and strategies need to adjust. Let’s talk about some financial things that might need more of your attention and some others that might not be all they’re cracked up to be.   Show notes and additional resources:...

What financial statements are more myth than fact? When you look at your financial plans, are you asking the wrong questions? To make the most of your resources, it’s important to understand where   Show notes and additional resources: http://retirementplaybookpodcast.com     Today's Rundown:  0:52 - Myth: The more a financial plan weighs, the more valuable.  2:00 - Myth:...

It's time to get to know your financial coach Dale Tondryk. On this episode, co-host Ron Stutts asks Dale about his background, how he became a financial advisor and what shapes his investing philosophies. We'll give you a preview of the kinds of topics we're going to cover on future episodes and identify what we really hope you'll learn and take away from this show. Helpful Info: Website:  h...