Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Financial life planning is being purposeful in continually moving your life in the direction you desire and then matching your finances to support it. Said another way, it is financial planning done right. Listen to Kevin share a story of a client evaluate trade-offs and find a work-life balance that is better for them. He also shares a story of how he and his wife made big life changes after their first child was born ... changes that would require Kevin to work several more years before they will reach financial independence. Whether you are in the heart of your working years or at retirement, this is one episode you won't want to miss.
For more about True Wealth Design, visit: http://www.truewealthdesign.com/
Ep 67: Beyond Diversification: Terminal Wealth Dispersion
Ep 66: Proper Investment Expectations & Standard Deviation
Ep 65: Should You Continue To Hold An Underperforming Investment?
Ep 64: Investment Lessons To Learn From 2020
Ep 63: 3 Ways To Tax-Optimize Your Charitable Giving
Ep 62: Pension Lump Sums: 2021 May Be The Best Year Ever
Ep 61: The True Wealth Team Is Growing - Welcoming Ron Wyatt
Ep 60: Why The Cheapest Investment Option May Not Be The Best
Ep 59: Retiree Health Insurance Part 2: Pre-Medicare
Ep 58: Retiree Health Insurance Part 1: Medicare
Ep 57: A Tale of Two Decades
Ep 56: Should The Election Influence Your Investing Strategy?
Ep 55: Roth Conversion: Why 2020 Could Be The Best Year
Ep 54: Should You Delay Retiring?
Ep 53: Investing Vs. Speculating Part 2
Ep 52: Investing Vs. Speculating Part 1
Ep 51: Case Study: Retiring Before Age 60 & Before You Ever Thought You Would
Ep 50: What To Do When Your Spending Goals Change After You Retire
Ep 49: Potential Inheritance: Include In Your Retirement Plan Or Not?
Ep 48: Why Big Tech Stocks Must Underperform
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