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 29: Your Investing Process - Part 3
Ep 28: Your Investing Process - Part 2
Ep 27: Your Investing Process - Part 1
Ep 26: Mortgage Management
Ep 25: Death Of The Stretch IRA
Ep 24: Reasons to Invest Internationally
Ep 23: What Is Financial Life Planning?
Ep 22: Will Social Security Be There For Me?
Ep 21: The Story of Jane
Ep 20: Are Guarantees Worth It? Retirement Income Planning Series - Part 5
Ep 19: Dynamic Strategy: Retirement Income Planning Series - Part 4
Ep 18: Total Return Portfolio: Retirement Income Planning Series - Part 3
Ep 17: Bad-Timing Risk: Retirement Income Planning Series - Part 2
Ep 16: Retirement Income Planning Series - Part 1
Ep 15: Integrated Advice Is Better Advice
Ep 14: Long-Term Return Expectations
Ep 13: Beating Up On Variable Annuities
Ep 12: Behind The Curtain Of Annuities And Free Steak Dinners
Ep 11: Not Resolutions - Set Goals The Right Way To Start The New Year
Ep 10: Rules Gone Awry - A Lower Tax Bracket Part 2
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