Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
In this episode, Tyler Emrick CFA®, CFP® explores the disconnect between some investors' return expectations. Learn common mistakes people make and traps they may then fall into.
And be sure to pay attention to what historical performance tells us, and how, if the forecasts of the big institutional investors are reasonably accurate, these investors could be setting themselves up for severe disappointment.
Here are some of the things we will discuss in this episode:
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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
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