Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Suppose you have to have surgery. Does exploratory surgery sound like something you would volunteer to undergo? Or, does a pre-determined surgical plan sound better? If you're like me, having a plan and a repeatable process sounds less risky and what I would prefer.
The same goes for retirement. Retirement spending. Health Insurance. Social Security. Investing. Taxes. These are all key and complex areas where you need to make smart decisions for retirement. So how do you thoughtfully consider and carefully integrate them into a well-crafted retirement plan?
Listen to Kevin describe True Wealth's Retire Smarter Solution™ that aligns your money to your goals, overlaid with tax-smart strategies, so you can retire with confidence.
If you are a DYI'er that no longer wants to perform exploratory surgery or are unsure if your current advisor is doing the same, reach out to the True Wealth Team at 855-TWD-PLAN or https://www.truewealthdesign.com/ for a free 15-minute call with an experienced CFP® professional to learn how the Retire Smarter Solution™ can help you.
Timestamps:
1:22 - Exploratory Surgery Is Not The Solution
4:10 - What’s The Big Picture?
5:27 - What Are You Actually Spending?
8:57 - Where Is Your Income Coming From?
9:52 - Factoring In Various Risks
11:44 - Having A Concrete Plan Alleviates Fear
15:41 - Making Sure Investments Match The Plan
16:01 - Using A Tax-Smart Distribution Strategy
Surprising Lessons on Stock Returns and Diversification
It’s the End of the World as We Know It, and Why to Feel Fine
Red Flags of Investment Fraud
Pension Lump Sums - You May Need To Act Now in 2022
The Story of Dr. Smith
Understanding Your Retirement Plan Results
Mailbag - Bear Market Investment Questions
Interview with Retirement Researcher Dr. David Blanchett Part 2
Interview with Retirement Researcher Dr. David Blanchett Part 1
Ep 100: Not So Smart Things Even Smart Investors Do
Ep 99: Whoa! Stocks and bonds both going down? What’s going on?
Ep 98: Interview with Retirement Researcher Dr. Michael Finke Part 2
Ep 97: Interview with Retirement Researcher Dr. Michael Finke - Part 1
Ep 96: Rules Gone Awry, Part 5 - Retirement Healthcare Is Exorbitant
Ep 95: Rules Gone Awry, Part 4 - The 4 Percent Rule
Ep 94: Rules Gone Awry, Part 3 - The Rule of 100
Ep 93: Rules Gone Awry, Part 2 - Take Social Security Early
Ep 92: Rules Gone Awry, Part 1 - The 80% Spending Rule
Ep 91: What Retirees Want in a Home
Ep 90: What Retirees Want in Time, Health & Relationships
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