The Retirement Playbook with Dale Tondryk

Ep 49: Mind the Gap

Financial gaps will happen without a detailed assessment of your retirement plan, and that can keep you from living confidently in retirement. Let's look at the most common ones we see in plans and what we do to help fill those gaps. 


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Key Points: 

0:53 Catching up with Dale

3:23 – Minding the gap

4:15 – Paycheck gap

5:57 – Social security and Medicare

10:10 – Inflation gap

12:13 – Long term care

14:48 – Widows gap

17:05 – Paying more taxes

Ep 48: Red Flags in Your Finances

Are you missing these financial red flags? Depending on how you answer these questions, this may be your sign to speak to a financial advisor about planning and diversifying your portfolio correctly.


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Key Points: 

2:00 – Can you name all your investments?

4:49 – How often do you meet with your financial advisor?

7:56 – Can you handle account balances moving?

9:51 – How much do you need to maintain your lifestyle?

12:05 – Can you describe your retirement plan?

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