The Retirement Playbook with Dale Tondryk

Ep 21: Being Honest With Yourself Financially

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 a straightforward conversation with an advisor, and that will result in the best outcome for your financial future.

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-21-being-honest-with-yourself-financially/1315/ 

 

Today's show schedule: 

1:12 – What financial issue is at the top of your list?

3:05 – What do you desire the most?

4:58 – How much of a risk taker are you?

6:28 – Do you have any investment biases?

8:33 – What did you learn about money from your parents?

10:13 – What does money really mean to you?

Ep 20: Declaring Our Financial Independence

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 schedule: 

0:36 – Happy 4th of July

2:51 – Independence from government is something to aim for in retirement

5:02 – Independent of our family

6:56 – Freedom from debt

8:48 – Be independent from employment

10:28 – Don’t be dependent on the stock market

11:20 – You need to take the time to put your playbook in place.

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