The Retirement Playbook with Dale Tondryk

Ep 53: Retirement Jigsaw Puzzle

When constructing a jigsaw puzzle you likely have some sort of strategy. Maybe you start with the frame first or sort the pieces by color. Like starting a puzzle, you don't want to jump into retirement without having a plan.

Today, we are going to be discussing how having a strategy is necessary when creating a financial plan and sticking to it. Some strategies you take to create a puzzle are similar to making a retirement plan. Know your goals. What is the big picture? Your framework is your income plan compared with your expenses. How much money will you need for retirement? Once you are in retirement what will you do with your time?


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What we discuss: 

1:08 – Getting ready for Thanksgiving

3:13 – Understanding the big picture

5:09 – Starting with your framework

6:47 – Sorting your accounts

9:19 – What is the endgame?

Ep 52: Unreasonable Requests for Your Advisor

You may never ask something unreasonable to your advisor, but it’s important to know where that line is. Today, we want to discuss some of the unreasonable things to expect from your advisor. Sometimes people get wrapped up in their financial expectation and bringing it back down to earth is important for your financial plan.

It’s one thing to have standards for your advisor and another to ask them unreasonable requests. Can you expect a big return without risk? Can an advisor reduce their fees for you? We will also be discussing taxes on retirement accounts and the importance of you being involved in the planning process.


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What we discuss: 

1:20 – It’s November!

2:09 – Can I have a big return with no risk?

5:50 – Can you reduce your fees?

8:15 – How can I get out of taxes on my 401(k) or IRA?

9:57 – Can you do it all for me?

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