Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Walter was being nosy recently and asking his mom about her retirement plans. When she told him she was planning on living off of 80% of her current income during her retirement years, it raised a red flag. How did she come to that figure? You guessed it, she didn't really have an exact answer for why she picked that number. So Walter turns to Kevin on this week's podcast to understand how that "80% Rule" worked its way into the retirement planning vernacular and why we'd all be wiser to ignore it.
For more about True Wealth Design, visit: http://www.truewealthdesign.com/
Ep 88: What Retirees Want: An Overview
Ep 87: How Pre-65 Retirees Can Get a Huge Healthcare Tax Credit
Ep 86: Cash Flow - Measuring & Monitoring the Heartbeat of Your Financial Planning
Ep 85: What’s a “Conservative” Investor To Do These Days?
Ep 84: Investment Allocation Update - Thinking About Your Investment Recipe
Ep 83: Biden‘s ”American Families” Tax Plan - Key Changes & Planning Opportunities
Ep 82: Social Security Update - Solvency, COLA, & Planning Strategies
Ep 81: Math Mistakes in the Media, Investing, and in Understanding Vaccines
Ep 80: Should I Sell a Stock With a Large Taxable Gain?
Ep 79: Aligning Your Investments With Your Values
Ep 78: Unexpected Benefits Married Couples Get From A Financial Advisor
Ep 77: How Risky of an Investor Are You? (And How Do You Really Know?)
Ep 76: Your Hierarchy of Retirement Needs
Ep 75: 10-Year Return Expectations
Ep 74: Modeling Real Estate & Business Values In Your Retirement Plan
Ep 73: What Age Should You Get Serious About Planning For Retirement?
Ep 72: How Your Retirement Spending Is Likely To Change With Age
Ep 71: Inflation Expectations & Implications On Your Investments & Retirement
Ep 70: Free Money? More Stimulus Checks & Larger Healthcare Tax Credits
Ep 69: Interview Questions To Ask A Financial Advisor
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