Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
On this episode, we dive into real-life scenarios to gain insight into crafting a successful and early retirement plan. Hear Tyler Emrick, CFA®, CFP®, dissect a client's journey of retiring in their late 50s. Exploring the intricacies of their tax-smart distribution plan to fund their retirement lifestyle and obtained significant tax credits to offset their pre-Medicare healthcare costs.
Here’s some of what we discuss in this episode:
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
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Ep 7: Rules Gone Awry - The 4 Percent Rule
Ep 6: Rules Gone Awry - The Rule Of 100
Ep 5: Rules Gone Awry - Take Social Security Early
Ep 4: The Wisdom In Ignoring The 80% Rule
Ep 3: Quit Obsessing Over A "Stress-Free" Retirement
Ep 2: Details vs. Relationships
Ep 1: Be Realistic About Your Retirement
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