Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Some 24% of those 56 and older say the pandemic has caused them to push back their planned retirement date, according to a survey conducted by The Harris Poll on behalf of The Nationwide Retirement Institute. Hear Kevin discuss key variables you should consider as you plan through the COVID-induced uncertainty, including items that may nudge you to retire now and others that result in waiting.
Timestamps:
6:45 - Kevin's First Impressions On Postponing Retirement Due To Pandemic
10:35 - Case Study (Mark And Linda Consider Pros And Cons Of Retiring)
16:28 - It All Starts With A Plan
18:04 - Unemployment Considerations
20:47 - Healthcare Considerations
21:56 - Further Considerations In Delaying Retirement
Effective Estate Planning: Tips to Make Sure The Process Goes Smoothly And Money Goes Where You Intend
The Disappearing Act of Retiree Health Benefits – What Options Do You Have?
Retirement "Magic Numbers" Make Little Sense
Real Estate, Taxes, & College Oh My!
Historic Changes To The Residential Real Estate Industry Will Be Good For You (And Are Similar To Changes Occur-ring In Financial Advice)
How to Avoid A Surprise Bill at Tax Time
Smarter Ways To Financially Help Your Children & Grandchildren
How Risky of An Investor Are You?
What Do Clients Value Most in A Financial Advisor?
How to Plan for RMDs (Required Minimum Distributions)
New Year’s Resolutions – Better Yet Goals for Financial Success In 2024
When Taking Social Security Early Makes Sense
Constructing a Portfolio in Retirement
8% Safe Withdrawal Rate In Retirement? What!!
The Early Years of Retirement: Navigating Healthcare, Finances, and Tax Strategies
Yearend Financial Check-up & Tax Moves
Retirement Nest Egg: Having Enough & Making Sure It Lasts
Avoid Losing $17K Yearly From Bad Investment Decisions
Should Retirees Change Their Portfolio Strategy Based On Predictions of the US Dollar’s Demise?
How Tax-Smart Income Targeting Can Allow You To Retire Earlier While Saving Taxes
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