The Retirement Playbook with Dale Tondryk

Ep 55: Sorting Out What’s Important About Legacy Planning

Most people realize that it’s usually best to have an estate planning attorney helping them with their estate plan, but it’s also important for the financial advisor to be part of that conversation. On this episode, we’ll explore the role an advisor plays in the estate and legacy planning process and uncover some of the basic mistakes people often make when trying to sort all this out on their own.

 

Get additional financial information: https://retirementplaybookpodcast.com/estate-planning/ep-55-sorting-out-whats-important-about-legacy-planning/1546/

 

What we discuss: 

1:01 – Merry Christmas!

1:57 – What role does an advisor play?

4:19 – How do people view their legacy?

7:05 – What are some basic mistakes?

8:15 – Beneficiary designations not up to date

9:21 – Dale’s story with a client

Ep 54: 5 Signs of Financial Health

Are you financially healthy? On today’s episode, we will be discussing 5 signs of financial health. So what are some good indications you are on the right track? Spending less than you make, understanding tax implications, and having an income plan are all good signs your plan is healthy and stable. If you are married, do you both know enough about the retirement plan? Do you worry about the financial future? 

 

Get additional financial information: https://retirementplaybookpodcast.com/retirement-strategy/ep-54-5-signs-of-financial-health/1530/

 

What we discuss: 

2:45 – If you spend less than you make

5:08 – Understanding your future taxes

6:16 – Both spouses are familiar with the plan

7:42 – You actually have a retirement income plan

8:49 – You don’t worry about the financial future

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