The Retirement Playbook with Dale Tondryk

Ep 3: Financial Items That Are Underrated and Overrated

February 6, 2020

Building a retirement plan is an on-going process that changes as you progress through you career. That’s why it’s important to evaluate your portfolio frequently to see if you goals and strategies need to adjust. Let’s talk about some financial things that might need more of your attention and some others that might not be all they’re cracked up to be.


Show notes and additional resources: 


Today's rundown: 

0:47 – Let’s talk about things that are overrated and underrated.

0:55 – Tax advantages: overrated?

2:02 – Rates of return: overrated?

4:04 – Commission-based investment accounts: overrated?

6:08 – Liquidity: underrated?

7:14 – Predictability: underrated?

8:00 – Simplicity: underrated?


Helpful Info:


Phone #: 952-401-1671