Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
A solid retirement plan starts with making reasonable assumptions on myriad items -- your retirement lifestyle and its associated spending and what you can reasonably expect from your investments to just name a few. Poor assumptions will get you off on the wrong foot and may force you to make severe and undesirable lifestyle reductions to get back on track.
Hear Tyer Emrick, CFA®, CFP® discuss common assumptions and where they go wrong. We've all heard the saying about when you 'ass-u-me' things. Don't be a donkey. Rather, listen and learn, as you take a step on the right retirement foot.
Here are some of the assumptions we will discuss in this episode:
Hear our previous interview with retirement researcher Dr. David Blanchett.
Part 1 ---> https://www.truewealthdesign.com/ep-101-interview-with-retirement-researcher-dr-david-blanchett-part-1/
Part 2 ---> https://www.truewealthdesign.com/ep-102-interview-with-retirement-researcher-dr-david-blanchett-part-2/
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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Red Flags of Investment Fraud
Pension Lump Sums - You May Need To Act Now in 2022
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?
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