Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Do you know a smart, financially savvy person that still hires a financial advisor? Ever wonder why they do so?
Many family stewards often seek an advisor to take care of their family's finances if they cannot. Know a couple where one spouse took care of the family finances and then passed, leaving the surviving spouse the fear and frustration of picking up the financial pieces all while going through the grieving process? Family stewards seek to avoid this.
Yet married couples often get even more and unexpected benefits from working with a financial advisor. Communication is the essence of healthy relationships. Quite often meeting with an emotionally intelligent financial advisor can enhance the communication and understanding between spouses while bringing objectivity to the financial and emotional aspects of the relationship.
Hear Kevin relate his story of when he and his wife met with a financial advisor and how it helped them get more aligned. He also shares a client story where spouses weren't on the same page regarding retirement but through open communication and sound financial planning, they are now excitedly turning the page into retirement together.
What we discuss on this episode:
1:05 - Vacation
2:43 - Why a podcast review inspired this topic
4:41 - Who will take care of my family if something happens to me?
9:07 - We need to hear what's important to both spouses
12:55 - Finding the best way to communicate
18:12 - Couples that aren't on the same page
Contact:
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-893-7526
Schedule: http://bit.ly/calltruewealth
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 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
Ep 69: Interview Questions To Ask A Financial Advisor
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