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
Ep 9: Rules Gone Awry - A Lower Tax Bracket Part 1
Ep 8: Exorbitant Health Care Costs
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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