Listen "Ep 21: Being Honest With Yourself Financially"
Episode Synopsis
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 your financial future.
and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-21-being-honest-with-yourself-financially/1315/
Today's show schedule:
1:12 – What financial issue is at the top of your list?
3:05 – What do you desire the most?
4:58 – How much of a risk taker are you?
6:28 – Do you have any investment biases?
8:33 – What did you learn about money from your parents?
10:13 – What does money really mean to you?
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 your financial future.
and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-21-being-honest-with-yourself-financially/1315/
Today's show schedule:
1:12 – What financial issue is at the top of your list?
3:05 – What do you desire the most?
4:58 – How much of a risk taker are you?
6:28 – Do you have any investment biases?
8:33 – What did you learn about money from your parents?
10:13 – What does money really mean to you?
More episodes of the podcast The Retirement Playbook with Dale Tondryk
Unshakeable Retirement
26/07/2023
Exit Cards
26/07/2023
Securing an Income
26/07/2023
Three Investment Worlds
26/07/2023
Terrifyingly Exhilarating
26/07/2023
Achieving Success Together
26/07/2023
Ups And Downs
26/07/2023
Why People Don’t Plan For Retirement
26/07/2023
Meet the Coach
26/07/2023
Visualising a Win
26/07/2023
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.