The Retirement Playbook with Dale Tondryk

The Retirement Playbook with Dale Tondryk

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.... Show More

Episodes

March 4, 2021 15 min

As people prepare for retirement, there are some common assumptions that get made. The problem is these assumptions can often lead you astray and underprepared financially. Today we’ll look address these misconceptions and explain why it’s important to never assume.

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-36-this-is-why-you-never-assume/1408/ 

 

What ...

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Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Today we’ll talk about the areas where Dale sees the biggest trouble areas when it comes to planning.

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/uncategorized/ep-35-retirement-planning-for-business-owners/1402/ 

 

What we discuss on this episode: 

1:42 – If the bus...

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February 4, 2021 16 min

Whether you follow the market closely or not, you’ve probably seen the headlines about Gamestop stock. Join us as we get Dale’s perspective on what’s happening, what’s next, and what lessons we can take from this.

 

Read more and get additional financial planning resources here: https://retirementplaybookpodcast.com/investing/ep-34-gamestop-stock-mania/1396/ 

 

What we discuss on this episode: 

1:37 – Gamestop stock

3:15 – Da...

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Is it okay to start Social Security before you retire? What about life insurance as a way to generate retirement income? We answer these questions plus a couple more that listeners have sent into the show.

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/investing/ep-33-mailbag-social-security-life-insurance-legacy-the-market/1390/ 

 

What we discuss on this episode: 

3:00 – Mailba...

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The goal for your money is to help you reach retirement and utilizing it correctly will acheive that. Before making any financial decisions, it’s important to understand the three different qualities of money and which investments best align with your goals.

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/investing/ep-32-understanding-the-3-qualities-of-money/1384/ 

 

What we discu...

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December 17, 2020 17 min

We’re all ready to put an end to 2020 and turn the calendar to a new year, but first things first. Let’s look at the end of year planning conversations you should be having with your advisor before January 1.

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-31-end-of-year-financial-checklist/1374/ 

 

What we discuss on this show: 

2:34 – Item 1: Should we max...

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Retirement looks different for all of us but determining what kind of lifestyle you want to enjoy will help you plan. Let’s talk about the different types of lifestyles we see clients choose and what it means for building a proper plan.

 

Read more and get additional resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-30-what-is-your-retirement-lifestyle/1373/ 

 

What we discuss on this show: 

2:10 – T...

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Want to find out just how prepared you are for retirement? Here are five key questions that you need to be asking yourself. The answers will help determine just how ready you are to retire.

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-29-take-this-retirement-preparedness-quiz/1368/ 

 

What we discuss on this show: 

1:58 – Election still being counted

2:5...

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October 29, 2020 19 min

Are you thinking about moving to a new state when you retire? Today we’ll look at a list of the top places people retire and discuss the common factors that go into make a decision like that. Plus, we’ll share the locations that many of our Minnesota clients have decided to live in retirement.

 

See the full list and get additional resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-28-best-places-to-reti...

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With so many Baby Boomers heading into retirement every day, they are finding different challenges and concerns than their parents had to deal with. We work with many people in that generation and have heard many of these things first hand. Today we’ll talk about where the worries are and what they can do to be prepared for a long retirement.

 

Read more and get additional financial resources here: https://retirementplaybookpodca...

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October 1, 2020 18 min

The change from summer to fall always gets us talking about the change in weather so we thought we’d carry that conversation over to the podcast. Join us as we provide correlations between what we see in the weather with how we prepare our finances.

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-26-the-financial-forecast/1344/ 

 

What we discuss on this sho...

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September 17, 2020 17 min

There are plenty of financial planning strategies that have been passed down to each generation without losing effectiveness, but not everything can stand the test of time. Today we’ll identify five planning ideas that are either becoming obsolete or already hold little value anymore.

 

Read more and get additional financial planning resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-25-obsolete-retireme...

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September 3, 2020 16 min

Your home is one of the biggest assets in your financial portfolio and there are a lot of decisions to make related to real estate. Let’s talk about the conversations we have with clients about mortgages, rental properties, downsizing, and more.

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-24-how-your-home-fits-into-retirement-planning/1333/ 

 

What we di...

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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.

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-23-awkward-con...

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Financial planning can be complicated at times so let’s try to simplify it a bit. Today we’ll break down the three qualities of money we utilize for a client’s portfolio and what type investments fit into each.

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/investing/ep-22-understanding-the-3-qualities-of-money/1321/ 

 

On today's show: 

1:37 – What are the 3 qualities of mo...

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Before you reach retirement, it’s important that you take an honest look at yourself and your situation. Truly understanding where you want to go and what approach you want to take to get there will help you build the best retirement plan.

Today we’ll lay out a list of questions you should ponder. Get inside your own head and determine what the answers are for each of these. That way you can have a straightforward conversation wit...

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In honor of the upcoming 4th of July holiday weekend, we’re going to declare our financial independence. Join us as we lay out a list of things we want to be independent of when retirement rolls around.

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/investing/ep-20-declaring-our-financial-independence/1309/ 

 

Today's show schedule: 

0:36 – Happy 4th of July

2:51 – Independ...

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June 25, 2020 16 min

It’s time to blow up some of the common beliefs people have held for years to make sure you know the truth about financial planning.  

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-19-financial-truth-bombs/1302/ 

 

Today's show schedule: 

1:33 – This week we’re dropping truth bombs.

2:09 – Bonds are not always as great for retirees as people think the...

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If you’re a Delta employee or know someone who is, take a few minutes to listen to this special episode dedicated to the buyout offer being made by the airline. We’ll tell you what three considerations you need to make before making any career decisions.

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-18-special-edition-3-critical-considerations-for-delta-buyou...

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Have you ever gotten lost? Not that much fun is it? Well, getting lost in the car or in the woods is a lot like getting lost in retirement planning. Let’s look at the reasons that people get lost, and then how to get back on track.

 

Read more and get additional resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-17-how-we-get-lost-in-retirement/1288/ 

 

Today's show schedule: 

1:58 – Why we’re tal...

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