Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
It's that time of year again … the fourth quarter. Before you get enthralled with the holiday season, it's time to look back over this year and towards the next. Have you completed all the financial goals you set this year? Reviewed your medical coverage? Executed your tax planning for the year? Set your preliminary tax strategy and retirement distribution plan for next year? If not, there is still time!
Listen to Tyler Emrick, CFA®, CFP®, discuss how True Wealth Design ensures your important financial tasks get handled so you stay on track and pay no more than your fair share in tax.
Here’s some of what we discuss in this episode:
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 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
Ep 28: Your Investing Process - Part 2
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