Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Listen as Kevin completes the podcast series discussing the book What Retirees Want (WRW) by world-famous "Age Wave" expert Ken Dychtwald, Ph.D.
Should you stay or should you go...
While many Boomers intend to not move but age in place, an increasing amount are making a change.
Read more and get additional financial resources here: https://www.truewealthdesign.com/podcast/
What we discuss in this episode:
0:42 - Current market volatility
3:28 - Where will you call home?
5:23 - Book passage that ties into this discussion
8:57 - Age in place or move?
10:48 - Reasons retirees decide to stay
12:53 - Where are people moving to?
17:03 - Retirement regrets
18:52 - Discussing this with clients
20:18 - Continuing Care Retirement Communities
24:41 - Closing thoughts
Real Estate, Taxes, & College Oh My!
Historic Changes To The Residential Real Estate Industry Will Be Good For You (And Are Similar To Changes Occur-ring In Financial Advice)
How to Avoid A Surprise Bill at Tax Time
Smarter Ways To Financially Help Your Children & Grandchildren
How Risky of An Investor Are You?
What Do Clients Value Most in A Financial Advisor?
How to Plan for RMDs (Required Minimum Distributions)
New Year’s Resolutions – Better Yet Goals for Financial Success In 2024
When Taking Social Security Early Makes Sense
Constructing a Portfolio in Retirement
8% Safe Withdrawal Rate In Retirement? What!!
The Early Years of Retirement: Navigating Healthcare, Finances, and Tax Strategies
Yearend Financial Check-up & Tax Moves
Retirement Nest Egg: Having Enough & Making Sure It Lasts
Avoid Losing $17K Yearly From Bad Investment Decisions
Should Retirees Change Their Portfolio Strategy Based On Predictions of the US Dollar’s Demise?
How Tax-Smart Income Targeting Can Allow You To Retire Earlier While Saving Taxes
Income Targeting - Should We Even Care About IRMAA?
Do You Have Unrealistic Portfolio Return Expectations?
What’s The Big Deal With Roth Conversions And Why Should You Care?
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