Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
In this episode, we investigate the pivotal points that clients continually express genuinely matter when seeking financial guidance.
Hear Tyler Emrick, CFA®, CFP®, explore the deeper aspects of working with a Financial Advisor and how they hold significance when choosing and continuing to work with a financial professional.
Here’s some of what we discuss in this episode:
How a conversation with his wife sparked the idea for this show for Tyler.
How we get feedback from our clients to help us evaluate our service.
Where does an advisor add specific value to a client?
Tyler will share a few specific things that people want from their advisor.
The many different designations advisors have and a breakdown of which ones you should pay attention to.
How important are returns?
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
http://bit.ly/calltruewealth
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The Story of Dr. Smith
Understanding Your Retirement Plan Results
Mailbag - Bear Market Investment Questions
Interview with Retirement Researcher Dr. David Blanchett Part 2
Interview with Retirement Researcher Dr. David Blanchett Part 1
Ep 100: Not So Smart Things Even Smart Investors Do
Ep 99: Whoa! Stocks and bonds both going down? What’s going on?
Ep 98: Interview with Retirement Researcher Dr. Michael Finke Part 2
Ep 97: Interview with Retirement Researcher Dr. Michael Finke - Part 1
Ep 96: Rules Gone Awry, Part 5 - Retirement Healthcare Is Exorbitant
Ep 95: Rules Gone Awry, Part 4 - The 4 Percent Rule
Ep 94: Rules Gone Awry, Part 3 - The Rule of 100
Ep 93: Rules Gone Awry, Part 2 - Take Social Security Early
Ep 92: Rules Gone Awry, Part 1 - The 80% Spending Rule
Ep 91: What Retirees Want in a Home
Ep 90: What Retirees Want in Time, Health & Relationships
Ep 89: What Retirees Want: Work In Retirement?
Ep 88: What Retirees Want: An Overview
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