Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Is the U.S. economy heading toward a recession? This question is seemingly perennial but has undoubtedly been a hot topic in the last year. Listen as Tyler Emrick, CFP®, CFA® talks you through what the data shows on how investment markets have performed in past recessions and whether being able to time recessions is likely to help your portfolio.
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Here are some of the assumptions we will discuss in this episode:
Learn more about the Retire Smarter Solution™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/
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Do You Have Unrealistic Portfolio Return Expectations?
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No More TINA - An Investment Update
Your Wealth, Your Retirement – How Can You Do It Better?
Social Security’s Uncertain Future & Impacts On Your Retirement
Widowed in Retirement - How to Plan for the Financial Changes
Faulty Retirement Assumptions
Bank Busts & Safeguards for Your Investment Funds
Top 5 To-Do’s Before You Retire
How Much Is the Right Amount Of Cash?
Nearing Retirement But Facing Potential Layoff?
What are Retirees Doing After Poor Market Returns in 2022
Secure Act 2.0 - Key Impacts on Your Retirement Planning
Social Security - Planning Strategies, COLA, and Update
Ep 113: Enhancing Your Charitable Giving
Overcoming Financial Missteps & Inaction to Get the Help You Need
Q4 Check-up & Tax Moves
Smartly Using Retirement Accounts to Optimize Your Retirement & Tax Savings
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