Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Do you have an investment process? Most people don't understand their advisor's process (if they have one). Yet, in investing, you cannot control your investment results, but you can control your process, which should lead to better results over time. Listen to Kevin give you a high level of a science-based investing process you can understand without having to get a graduate degree in Finance.
For related content, click here to listen to Episode 14 on Expected Investment Return Forecasts.
Useful Info:
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-TWD-PLAN or 855-893-7526
Retirement "Magic Numbers" Make Little Sense
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?
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast