Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Gone are the days of 6% commissions when selling a home!? Well, sort of. In this episode, we unpack the $418 million proposed settlement that will likely reshape the real estate industry. While change creates winners and losers, consumers will generally be winners as the industry wheat will further separate from the chaff.
Hear Tyler Emrick, CFA®, CFP®, reflect on similarities to the financial planning industry's evolution from stock traders to advisors, from selling products to providing advice. The changes have been positive for consumers, and there's still plenty of chaff to remove. To help you better identify the chaff, Tyler discusses advisory services that stand out and deliver more value to you for the dollars you pay.
Here’s some of what we discuss in this episode:
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.
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Ep 69: Interview Questions To Ask A Financial Advisor
Ep 68: My Journey As A Financial Planner
Ep 67: Beyond Diversification: Terminal Wealth Dispersion
Ep 66: Proper Investment Expectations & Standard Deviation
Ep 65: Should You Continue To Hold An Underperforming Investment?
Ep 64: Investment Lessons To Learn From 2020
Ep 63: 3 Ways To Tax-Optimize Your Charitable Giving
Ep 62: Pension Lump Sums: 2021 May Be The Best Year Ever
Ep 61: The True Wealth Team Is Growing - Welcoming Ron Wyatt
Ep 60: Why The Cheapest Investment Option May Not Be The Best
Ep 59: Retiree Health Insurance Part 2: Pre-Medicare
Ep 58: Retiree Health Insurance Part 1: Medicare
Ep 57: A Tale of Two Decades
Ep 56: Should The Election Influence Your Investing Strategy?
Ep 55: Roth Conversion: Why 2020 Could Be The Best Year
Ep 54: Should You Delay Retiring?
Ep 53: Investing Vs. Speculating Part 2
Ep 52: Investing Vs. Speculating Part 1
Ep 51: Case Study: Retiring Before Age 60 & Before You Ever Thought You Would
Ep 50: What To Do When Your Spending Goals Change After You Retire
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