Exit Cards

Unshakeable Retirement

On today’s Unshakeable Retirement, Doug and Dale discuss: * How do you keep your clients from getting derailed that entire time it takes more than just being the coach, you have to be motivational and inspirational as the coach, how do you get people? How do you keep people from getting derailed? * With the wisdom that we have all gained through 10 chapters of this, I want to go back and redefine or define, again, the American Dream retirement. Can you help define that for us? Contact Dale Website: https://myinvestingcoach.com/ [https://myinvestingcoach.com/] Email: dale@tondrykfinancial.com [dale@tondrykfinancial.com] Phone: 952-401-1671

Exit Cards

On today’s Unshakeable Retirement, Doug and Dale discuss: * Can you share with our listeners what you mean, when you term exit cards? * Can we talk for a second about the wildcards and maybe specifically talk about one of the things you talked about in Chapter Nine is debt as one of those retirement wildcards?  * How do you plan for something like a pandemic?  * What are some of the inputs to certain things that you want our listeners to know about it as it relates to retirement? Contact Dale Website: https://myinvestingcoach.com/ [https://myinvestingcoach.com/] Email: dale@tondrykfinancial.com [dale@tondrykfinancial.com] Phone: 952-401-1671

Securing an Income

On today’s Unshakeable Retirement, Doug and Dale discuss: * Share with our listeners some of the vehicles you use in the magical Middle World that we discussed in the previous chapter with the thing called annuities.  * Can you share with us the different kinds of annuities that are out there, and why isn't it our grandfather's annuity any longer? * Is there a good, better, best when recommending to your clients based upon certain circumstances? Is it from a good, better, best perspective? Does it depend on the situation of this specific client? Or does the specific client no matter who it is, the fixed index annuity is though is the direction that you would go? * What are your exit cards? Contact Dale Website: https://myinvestingcoach.com/ [https://myinvestingcoach.com/] Email: dale@tondrykfinancial.com [dale@tondrykfinancial.com] Phone: 952-401-1671

Three Investment Worlds

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/ [https://myinvestingcoach.com/] Email: dale@tondrykfinancial.com [dale@tondrykfinancial.com] Phone: 952-401-1671

Terrifyingly Exhilarating

On today’s Unshakeable Retirement, Doug and Dale discuss: * About terrifyingly exhilarating  * Dangers of making some of the financial decisions in one's life based upon emotions, because isn't that all tied into the terrifyingly exhilarating kind of feeling of the emotional side of the world? * Can you maybe share a little bit about what the power of the plan really is? * How do you help your clients avoid the dangers of emotional decision making though, because while I say it at the same time, living it and saying it are two separate things, how do you put somebody at ease? * Can you share a story about how a winning plan and not an emotional journey got a client to retire strategically and on plan? Contact Dale Website: https://myinvestingcoach.com/ [https://myinvestingcoach.com/] Email: dale@tondrykfinancial.com [dale@tondrykfinancial.com] Phone: 952-401-1671