Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Like your work but hate your job? Bad boss. Terrible commute. Whatever the reason.
Hear Kevin share a story of a client who retired in her late 50s. She loved her work and taking care of her customers but hated other aspects of her job. She worked long hours and had a long commute. Taking care of her household on the weekend and trying to have a bit of fun left little space and time to seriously consider her retirement and life after work.
Perhaps this is why she was in a state of disbelief after her retirement plan showed she could retire in her 50s. The sheer thought of retiring was new and a bit scary.
And be sure to pay attention to the end to hear how things are going for her now four years retired and how she has defined phases and varied strategies to her retirement distribution planning.
Timestamps:
4:47 - About The Client
8:58 - The Realization Of Being Able To Retire
14:12 - Padding The Expenses
19:44 - Healthcare When Retiring In Your 50’s
25:59 - Present-Day Planning
Ep 69: Interview Questions To Ask A Financial Advisor
Ep 68: My Journey As A Financial Planner
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 50: What To Do When Your Spending Goals Change After You Retire
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