The Retirement Playbook with Dale Tondryk

Ep 48: Red Flags in Your Finances

September 9, 2021

Are you missing these financial red flags? Depending on how you answer these questions, this may be your sign to speak to a financial advisor about planning and diversifying your portfolio correctly.

 

Read more and get additional financial information: https://retirementplaybookpodcast.com/retirement-strategy/ep-48-red-flags-in-your-finances/1496/

 

Key Points: 

2:00 – Can you name all your investments?

4:49 – How often do you meet with your financial advisor?

7:56 – Can you handle account balances moving?

9:51 – How much do you need to maintain your lifestyle?

12:05 – Can you describe your retirement plan?