Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Pick your favorite financial publication. One minute, they tout a financial collapse and pending recession, and then seemingly on a dime, headlines change to - "cash yields are attractive" and "the stock market finishes at its highest level in twelve months." Making portfolio decisions through all the noise can be a challenge. What is the right investment strategy? How much should you put in stocks? Do you need bonds? CDs? What type of stocks or bonds? What about other or "alternative" investments. All are good questions and just touch the tip of the iceberg.
On this episode, hear Tyler Emrick, CFA®, CFP®, dive into these questions and, more broadly, how you should think about asset allocation -- aka your "investment recipe". Pay special attention to how aligning your financial life planning and your goals to your investment decisions is a critical step many misunderstand or overlook.
Here’s some of what we discuss in this episode:
Learn more about the Retire Smarter Solution ™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/
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.
http://bit.ly/calltruewealth
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
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast