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
Ep 48: Why Big Tech Stocks Must Underperform
Ep 47: Risks & Uncertainties in Pandemics & Retirement Planning
Ep 46: Rebalancing Your Portfolio: Why, How & Complexities to Overcome
Ep 45: Retire Smarter Solution™
Ep 44: Am I Going To Be Okay? Looking Back On A Client's Retirement Plan Execution In Light Of The Coronavirus
Ep 43: Financial Planning To-do's During Market Declines
Ep 42: This Is Not 2008
Ep 41: Coronavirus & Your Investment Strategy Part 2
Ep 40: Coronavirus & Your Investment Strategy Part 1
Ep 39: IRA Owners: 3 Key Changes By The SECURE Act
Ep 38: Pension Lump Sum or Monthly Payment?
Ep 37: The Story of Sue
Ep 36: Snowbirds: Documenting Ohio Nonresidency
Ep 35: Snowbirds: 4 Financial Tips
Ep 34: Case Study: Tax-Smart Distribution Planning
Ep 33: Tax-Planning Framework
Ep 32: Top 10 Best Retirement Cities
Ep 31: The Details In A Tax-Smart Retirement Distribution Plan
Ep 30: Your Investing Process - Part 4
Ep 29: Your Investing Process - Part 3
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