The Retirement Playbook with Dale Tondryk

On today’s Unshakeable Retirement, Doug and Dale discuss:

• Can you share with our listeners what you...

On today’s Unshakeable Retirement, Doug and Dale discuss:

• Share with our listeners some of the vehi...

On today’s Unshakeable Retirement, Doug and Dale discuss:

• Can you share a little bit about what eac...

On today’s Unshakeable Retirement, Doug and Dale discuss:

• About terrifyingly exhilarating 

On today’s Unshakeable Retirement, Doug and Dale discuss:

• Do you recall the movie Moneyball? <...

On today’s Unshakeable Retirement, Doug and Dale discuss:

• What ups and downs are we talking about?&...

On today’s Unshakeable Retirement, Doug and Dale discuss:

• Why is it that some people don’t plan for...

On today’s Unshakeable Retirement, Doug and Dale discuss:

• What was your plan about being a retireme...

On today’s Unshakeable Retirement, Doug and Dale discuss:

• Tell me about your family life. Where do ...

Join us in this episode of The Retirement Playbook podcast as Dale dives into the essential financial matters you need to address throughout the calendar year. He provides valuable insights into maximizing retirement contributions, managing required minimum distributions (RMDs), and making strategic financial moves to optimize your retirement savings. Tune in and learn how to make the most of each calendar year in your financial pl...

Financial discussions and retirement planning can come with many emotions. From counseling couples with differing financial views to providing support during challenging life events such as divorce or medical issues, financial professionals wear many hats, including the role of a therapist. In this episode, Dale discusses the impact of having a financial professional guide you through life’s most stressful moments.  

He...

We’re taking a quick break from the Xs and Os of retirement finances today. Instead, we’re going to talk about some other important pieces of forming your retirement lifestyle. Join us as we discuss staying busy, the significance of social connections after you’ve stopped working, and maintaining your physical and mental health throughout retirement. Whether it's engaging in new hobbies, exploring part-time work, or pursuing a pass...

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about.

Here’s what we’ll talk about in this episode:

Read more and get additional financial insight here...

Getting lost while driving in the car or hiking in the woods is kind of like getting lost in retirement planning. It can be tough to find your way without the right guidance and tools. But fear not! In today's episode, we're going to explore the most common mistakes people make in retirement planning and share some insightful advice to help you stay on track.

Here’s what we’ll talk about in this episode:

Read mo...

Is there really such a thing as having guaranteed income in retirement? Maybe the question is really “guaranteed by whom?” In today’s episode, we are going to talk about some common misconceptions when it comes to income streams and the importance of having predictable income in your retirement portfolio.  

Here’s what we’ll talk about in this episode:

Read more and get additional financial insight here: http://ret...

We don’t typically spend much time talking about Medicare before it’s time to utilize it, and it’s easy to get confused about the four parts of the program and what each of them do.

Knowing your options and what each part covers will help you make the best decision for Medicare when it comes time. In this episode, Dale will explain each of the four parts, some of the misconceptions around Medicare, and list some of the services tha...

It’s nearly impossible to completely separate emotion from financial decisions. As much as we try, it’s just hard to overcome those human emotions, especially when it comes to fear and money.

We took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan.

Here’s some of what you’ll ...

Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this new legislation means, how it might impact you, and what planning opportunities this could open up. 

Here’s some of what you’ll learn on this episode:

Read more and get additional financial insight here: http:...