The Retirement Playbook with Dale Tondryk

Ep 51: What Is Your Retirement Dream?

We talk a lot about the Xs and Os of financial planning and retirement planning. So today, we are going to focus on what it means to live your dream retirement. Will you be traveling? Going out to eat? Golfing? Staying home? Whatever your dream is it’s great to plan out in advance for personal and financial reasons.


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What we discuss: 

1:00 – Happy Halloween!

2:55 – Dreams in retirement

4:36 – Everyday basics

8:19 – Having structure

11:36 – What makes you happy?

13:49 – Quantify your dream

Ep 50: Overconfidence in Financial Planning

With all the information on the internet these days about investing and saving for retirement it can be easy to fall into the trap of overconfidence. However, this type of overconfidence can cause gaps and mishaps in our financial plans. On today’s episode, we are going to be discussing 5 areas in financial planning where people tend to get overconfident and how a financial planner can help mitigate these vulnerabilities.


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Key Points: 

1:00 – October is here!

2:30 – Stock market

5:48 – A million dollars to retire

7:23 – Rule of thumb

9:12 – Our own understanding

12:40 – Our own decision making

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