Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
What a year 2020 was. Pandemic. Contested elections. Civil unrest. Rollercoaster investment markets.
As Churchill wrote, "Those that fail to learn from history are doomed to repeat it." Listen to Kevin discuss investment lessons you can learn from 2020 to be a smarter investor and keep your retirement on track for years to come.
Timestamps:
2:04 - What Stood Out In 2020?
8:02 - The Market Is Forward Looking
11:53 - Make Sure You Are Diversified
13:22 - Politics & The Market
21:57 - Sticking To The Plan
Contact:
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-893-7526
Schedule: http://bit.ly/calltruewealth
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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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