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 29: Your Investing Process - Part 3
Ep 28: Your Investing Process - Part 2
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
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