The Retirement Playbook with Dale Tondryk-logo

The Retirement Playbook with Dale Tondryk

Business & Economics Podcasts

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.

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.

Location:

United States

Description:

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.

Language:

English


Episodes

Ep 38: What Basketball Can Teach Us About Retirement

4/8/2021
We always enjoy March Madness when it rolls around and we thought it might be fun to tie it into what we do everyday. Join us as we explore some of the strategies and rules of basketball and determine how they apply to retirement planning. Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-38-what-basketball-can-teach-us-about-retirement/1420/ What we discuss on this podcast: 2:22 – Shot Clock 6:26 – Double...

Duration:00:16:31

Ep 37: State of the American Pension Plan

3/18/2021
Is the pension becoming a thing of the past? More and more people are having to create income plans that don’t include a pension and it can present a different set of challenges. Today we’ll discuss the state of the American pension plan and what you need to know with and without one. Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-37-state-of-the-american-pension-plan/1414/ What we discuss on this episode: 1:13 – How...

Duration:00:12:13

Ep 36: This is Why You Never Assume

3/4/2021
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 we discuss on this episode: 1:23 – Puppy update 3:11 – You’re...

Duration:00:15:03

Ep 35: Retirement Planning for Business Owners

2/18/2021
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 business plan works, then retirement will work out 5:43 – Selling...

Duration:00:16:24

Ep 34: Gamestop Stock Mania

2/4/2021
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 – Dale’s view of what’s happening 6:24 – People chasing gains 9:13...

Duration:00:16:13

Ep 33: Mailbag – Social Security, Life Insurance, Legacy, & the Market

1/21/2021
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 – Mailbag question about when to start Social Security 6:13 – Mailbag...

Duration:00:16:57

Ep 32: Understanding the 3 Qualities of Money

1/7/2021
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 discuss on this show: 2:03 – Financial literacy is on the menu...

Duration:00:15:04

Ep 31: End of Year Financial Checklist

12/17/2020
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 out contributions? 4:10 – Item 2: Reviewing CARES Act and...

Duration:00:17:23

Ep 30: What is Your Retirement Lifestyle?

12/3/2020
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 – Two-home solution 4:46 – One solution a client has chosen 5:43 –...

Duration:00:20:03

Ep 29: Take This Retirement Preparedness Quiz

11/12/2020
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 2:59 – Do you know how much you have? 5:30 – Do you know how much...

Duration:00:17:12

Ep 28: Best Places to Retire

10/29/2020
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-retire/1362/ What we discuss on this show: 3:44 – Setting up...

Duration:00:19:01

Ep 27: Retirement Concerns for Baby Boomers

10/15/2020
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:...

Duration:00:15:37

Ep 26: The Financial Forecast

10/1/2020
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 show: 2:35 – Tornadoes 5:03 – The 3 Investment Worlds 6:47 – The...

Duration:00:18:54

Ep 25: Obsolete Retirement Planning Ideas

9/17/2020
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-retirement-planning-ideas/1338/ What we discuss today: 2:54 – The...

Duration:00:17:35

Ep 24: This One’s on the House

9/3/2020
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 discus on this episode: 1:53 – Background on the conversation...

Duration:00:16:14

Ep 23: Awkward Conversations in Financial Planning

8/20/2020
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-conversations-in-financial-planning/1322/ On today's...

Duration:00:17:01

Ep 22: Understanding the 3 Qualities of Money

8/6/2020
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 money? 4:13 – Is there an investment that can get all three? 7:22 –...

Duration:00:14:04

Ep 21: Being Honest With Yourself Financially

7/16/2020
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 with an advisor, and that will result in the best outcome for...

Duration:00:13:47

Ep 20: Declaring Our Financial Independence

7/2/2020
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 – Independence from government is something to aim for in retirement 5:02 –...

Duration:00:14:17

Ep 19: Financial Truth Bombs

6/25/2020
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 they are. 3:50 – Income taxes are currently close to historical lows. Do...

Duration:00:16:13