Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
We welcome Kevin Kroskey, CFP®, MBA, back in action, joining Tyler Emrick, CFA, CFP®, on this potpourri-type episode.
Hear Kevin's perspective on the last episode, coming changes in the residential real estate market, and why they will be good for consumers. He'll also share some lessons learned from this tax season and differences between tax-only clients and clients who receive coordinated tax and wealth management services.
Hear Tyler share recent client stories from new clients about the issues and ramifications of not coordinating financial, legal, and tax matters properly.
And be sure to listen at the end when they discuss the recently released college ranking, called "A First Try at ROI". This study and the resulting calculator look at the cost outlays for 4,500 colleges and the ROI – return on investment – in earnings over time. Is the Ivy league worth the cost (if your child can get in)? What about a pricey private school vs. a public in-state one? And who had a wiser decision-making process for their college selection – Kevin or Tyler.
That and more on this episode of Retire Smarter.
See the rankings here: https://cew.georgetown.edu/cew-reports/collegeroi/
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
Ep 89: What Retirees Want: Work In Retirement?
Ep 88: What Retirees Want: An Overview
Ep 87: How Pre-65 Retirees Can Get a Huge Healthcare Tax Credit
Ep 86: Cash Flow - Measuring & Monitoring the Heartbeat of Your Financial Planning
Ep 85: What’s a “Conservative” Investor To Do These Days?
Ep 84: Investment Allocation Update - Thinking About Your Investment Recipe
Ep 83: Biden‘s ”American Families” Tax Plan - Key Changes & Planning Opportunities
Ep 82: Social Security Update - Solvency, COLA, & Planning Strategies
Ep 81: Math Mistakes in the Media, Investing, and in Understanding Vaccines
Ep 80: Should I Sell a Stock With a Large Taxable Gain?
Ep 79: Aligning Your Investments With Your Values
Ep 78: Unexpected Benefits Married Couples Get From A Financial Advisor
Ep 77: How Risky of an Investor Are You? (And How Do You Really Know?)
Ep 76: Your Hierarchy of Retirement Needs
Ep 75: 10-Year Return Expectations
Ep 74: Modeling Real Estate & Business Values In Your Retirement Plan
Ep 73: What Age Should You Get Serious About Planning For Retirement?
Ep 72: How Your Retirement Spending Is Likely To Change With Age
Ep 71: Inflation Expectations & Implications On Your Investments & Retirement
Ep 70: Free Money? More Stimulus Checks & Larger Healthcare Tax Credits
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