The Retirement Playbook with Dale Tondryk

Ep 23: Awkward Conversations in Financial Planning

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/retirement-strategy/ep-23-awkward-conversations-in-financial-planning/1322/ 

 

On today's show: 

2:10 – Our topic this week is awkward conversations.

2:54 – Dealing with a divorce.

4:50 – Determining who should be included as beneficiaries.

6:41 – Sorting out an estate.

9:43 – Changing financial advisors

14:00 – Getting emotional due to financial stress.

Ep 22: Understanding the 3 Qualities of Money

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 show: 

1:37 – What are the 3 qualities of money?

4:13 – Is there an investment that can get all three?

7:22 – What defines liquidity? 

7:52 – Examples of growth and liquidity without safety. 

8:31 – Growth and safety without liquidity.

9:56 – Which of these do clients typically emphasize?

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