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
Ep 89: What Retirees Want: Work In Retirement?
Ep 88: What Retirees Want: An Overview
Ep 87: How Pre-65 Retirees Can Get a Huge Healthcare Tax Credit
Ep 86: Cash Flow - Measuring & Monitoring the Heartbeat of Your Financial Planning
Ep 85: What’s a “Conservative” Investor To Do These Days?
Ep 84: Investment Allocation Update - Thinking About Your Investment Recipe
Ep 83: Biden‘s ”American Families” Tax Plan - Key Changes & Planning Opportunities
Ep 82: Social Security Update - Solvency, COLA, & Planning Strategies
Ep 81: Math Mistakes in the Media, Investing, and in Understanding Vaccines
Ep 80: Should I Sell a Stock With a Large Taxable Gain?
Ep 79: Aligning Your Investments With Your Values
Ep 78: Unexpected Benefits Married Couples Get From A Financial Advisor
Ep 77: How Risky of an Investor Are You? (And How Do You Really Know?)
Ep 76: Your Hierarchy of Retirement Needs
Ep 75: 10-Year Return Expectations
Ep 74: Modeling Real Estate & Business Values In Your Retirement Plan
Ep 73: What Age Should You Get Serious About Planning For Retirement?
Ep 72: How Your Retirement Spending Is Likely To Change With Age
Ep 71: Inflation Expectations & Implications On Your Investments & Retirement
Ep 70: Free Money? More Stimulus Checks & Larger Healthcare Tax Credits
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