The Retirement Playbook with Dale Tondryk

Ep 11: Keys to Building a Sturdy Financial House

April 23, 2020

A home is a place where we depend on for stability and security, which is similar to our financial plan. Let’s explore the similarities even further by discussing each key element for building a house and what that would equate to in your retirement planning process.


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Today's show schedule: 

1:02 – Thoughts on the shutdown and what’s changing.

4:08 – Let’s talk about home-building.

5:47 – What if you were building a financial house.

6:10 – We begin with the foundation. What’s the financial equivalent?

7:24 – Now let’s put up our walls. That’s an investment plan.

8:22 – Your roof would be the protection portions of your plan.

9:35 – The final piece is fine-tuning and personalization, which is estate planning.

12:00 – Putting all these parts together is why a comprehensive plan is so important.