Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Do you know what it costs to live your lifestyle? Many successful people don't. They haven't had to worry about money, live below their means, and save diligently.
Yet, when it comes to retirement planning, you need to know these costs. On one hand, you need to make sure you have enough and don't run out of money. On the other, you need these costs for proper investment and tax planning.
Hear Kevin and special guest Tyler Emrick, CFP, CFA discuss the importance of cash flow and several client stories where it made a huge impact. You'll hear different ways to measure lifestyle and how you can jump-start the planning process by taking a preapproval approach to retirement spending. And be sure to listen to the end where they'll discuss how to monitor your tax-smart distribution planning to be sure you stay on the good side of the retirement track.
1:12 – Elf on the shelf
5:00 – Cash flow, measuring, and monitoring
11:52 – Kevin’s story about cash flow
15:02 – Tyler’s story about cash flow
20:44 – Cash flow like a mortgage pre-approval
22:03 – Tax importance with cash flow
23:12 – The fourth quarter for retired clients
28:25 – Common concerns
Resources:
https://www.truewealthdesign.com/ep-68-my-journey-as-a-financial-planner/
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
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