Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
In this episode, Tyler Emrick, CFA®, CFP®, takes a deep dive into the world of risk. Is filling out a simple questionnaire sufficient? How about telling your advisor, "I'm moderately conservative?" Don't these seem fuzzy at best?
Hear how your perceived risk and diversification may differ – sometimes substantially – from mathematical reality. And be sure to listen in to how Tyler and the team at True Wealth can help you more appropriately find the right risk level, which probably should change over time, to best align your money to achieve your goals.
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 7: Rules Gone Awry - The 4 Percent Rule
Ep 6: Rules Gone Awry - The Rule Of 100
Ep 5: Rules Gone Awry - Take Social Security Early
Ep 4: The Wisdom In Ignoring The 80% Rule
Ep 3: Quit Obsessing Over A "Stress-Free" Retirement
Ep 2: Details vs. Relationships
Ep 1: Be Realistic About Your Retirement
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