The Retirement Playbook with Dale Tondryk

Ep 31: End of Year Financial Checklist

We’re all ready to put an end to 2020 and turn the calendar to a new year, but first things first. Let’s look at the end of year planning conversations you should be having with your advisor before January 1.


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What we discuss on this show: 

2:34 – Item 1: Should we max out contributions?

4:10 – Item 2: Reviewing CARES Act and RMDs

5:35 – Tax considerations for waiting on RMDs

6:51 – Item 3: Exploring Tax-Loss Harvesting

7:57 – Item 4: Charitable contributions

9:48 – Item 5: Purchases that would give you a tax credit

12:08 – Item 6: Roth Conversion Conversation

16:03 – Thanks for a great 2020

Ep 30: What is Your Retirement Lifestyle?

Retirement looks different for all of us but determining what kind of lifestyle you want to enjoy will help you plan. Let’s talk about the different types of lifestyles we see clients choose and what it means for building a proper plan.


Read more and get additional resources here: 


What we discuss on this show: 

2:10 – Two-home solution

4:46 – One solution a client has chosen

5:43 – Traveling the country by RV

8:45 – Front porch lifestyle

10:18 – The College Life

12:00 – The Florida Life

13:23 – Golf Life

15:08 – Follow your passion

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