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.
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Ep 27: Your Investing Process - Part 1
Ep 26: Mortgage Management
Ep 25: Death Of The Stretch IRA
Ep 24: Reasons to Invest Internationally
Ep 23: What Is Financial Life Planning?
Ep 22: Will Social Security Be There For Me?
Ep 21: The Story of Jane
Ep 20: Are Guarantees Worth It? Retirement Income Planning Series - Part 5
Ep 19: Dynamic Strategy: Retirement Income Planning Series - Part 4
Ep 18: Total Return Portfolio: Retirement Income Planning Series - Part 3
Ep 17: Bad-Timing Risk: Retirement Income Planning Series - Part 2
Ep 16: Retirement Income Planning Series - Part 1
Ep 15: Integrated Advice Is Better Advice
Ep 14: Long-Term Return Expectations
Ep 13: Beating Up On Variable Annuities
Ep 12: Behind The Curtain Of Annuities And Free Steak Dinners
Ep 11: Not Resolutions - Set Goals The Right Way To Start The New Year
Ep 10: Rules Gone Awry - A Lower Tax Bracket Part 2
Ep 9: Rules Gone Awry - A Lower Tax Bracket Part 1
Ep 8: Exorbitant Health Care Costs
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