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We’ll teach you strategies on this show that’ll help you gain financial independence and win the “game” of retirement. The show features financial advisor & coach Dale Tondryk of Tondryk Wealth Management in Minnetonka, MN and serving the Twin Cities.

The Retirement Playbook with Dale Tondryk

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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?

September 9, 2021
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Ep 48: Red Flags in Your Finances

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