Three Investment Worlds

The Retirement Playbook with Dale Tondryk

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: [e-mail]

Phone: [phone]