On today’s Unshakeable Retirement, Doug and Dale discuss:
- Can you share a little bit about what each one of those worlds is and why do we even need to define them?
- How do you then come back and customize a templated game plan for each specific client that you have? Because while the ideas are solid ideas, everybody's situation is different? How do you custom tailor that design or that game plan for each person?
- Can you talk about the plan for not one game but actually for five games as you get from where you are now to the point of retirement?
- In developing a game plan for your clients. Is there any one area that you put more focus on than others in this game?
- Is there always money for all five games or does it depend on the needs of your specific clients?
Contact Dale
Website: https://myinvestingcoach.com/
Email: dale@tondrykfinancial.com
Phone: 952-401-1671
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Therapy Gecko
An unlicensed lizard psychologist travels the universe talking to strangers about absolutely nothing. TO CALL THE GECKO: follow me on https://www.twitch.tv/lyleforever to get a notification for when I am taking calls. I am usually live Mondays, Wednesdays, and Fridays but lately a lot of other times too. I am a gecko.