The Retirement Playbook with Dale Tondryk

Ep 23: Awkward Conversations in Financial Planning

August 20, 2020

In order to build a complete financial plan that meets aligns with your goals, it takes many honest conversations with your advisor. Some of those, by nature, are going to be a little uncomfortable. Let’s look at some of the more awkward discussions we have with clients during the planning process.


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On today's show: 

2:10 – Our topic this week is awkward conversations.

2:54 – Dealing with a divorce.

4:50 – Determining who should be included as beneficiaries.

6:41 – Sorting out an estate.

9:43 – Changing financial advisors

14:00 – Getting emotional due to financial stress.