Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
65% of Institutional Investors surveyed in late June believe the market is factoring in the long-term impact of the coronavirus "too little" while only 5% said "too much," implying the market is overvalued. Yet, the market has continued to go up. Has it come too far too fast?
Hear Kevin discuss the topic in detail and explain why our brain function predisposes us to make investing mistakes, including blindly chasing investment returns and firmly entering the world of speculation (while abandoning principled and process-based investing). He even attempts to work in stories about Homer Simpson, Halloween, Thanksgiving, and pre-modern man to illustrate his points. Quite a feat to attempt. You won't be disappointed.
Timestamps:
5:34 - Are Markets Factoring In The Impact Of The Coronavirus Appropriately?
9:54 - How Do We Define The Term “Market?”
15:34 - Too Big, Too Fast?
19:19 - An Important Lesson From The Simpsons
25:00 - Breaking The Herd Mentality
Income Targeting - Should We Even Care About IRMAA?
Do You Have Unrealistic Portfolio Return Expectations?
What’s The Big Deal With Roth Conversions And Why Should You Care?
No More TINA - An Investment Update
Your Wealth, Your Retirement – How Can You Do It Better?
Portfolio Moves in Light of Recession Fears
Social Security’s Uncertain Future & Impacts On Your Retirement
Widowed in Retirement - How to Plan for the Financial Changes
Faulty Retirement Assumptions
Bank Busts & Safeguards for Your Investment Funds
Top 5 To-Do’s Before You Retire
How Much Is the Right Amount Of Cash?
Nearing Retirement But Facing Potential Layoff?
What are Retirees Doing After Poor Market Returns in 2022
Secure Act 2.0 - Key Impacts on Your Retirement Planning
Social Security - Planning Strategies, COLA, and Update
Ep 113: Enhancing Your Charitable Giving
Overcoming Financial Missteps & Inaction to Get the Help You Need
Q4 Check-up & Tax Moves
Smartly Using Retirement Accounts to Optimize Your Retirement & Tax Savings
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