Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Surprise! Another robust study showed investors are still underperforming and making bad investment decisions. Morningstar released its yearly "Mind the Gap" study last month, showing investors have lost on average 1.7% yearly -- that's $17,000 on a $1,000,000 portfolio -- over the last decade. Why so and how can we stop the madness?!
In this episode hear Tyler Emrick, CFA®, CFP® break down the study's results and describe how True Wealth helps families not make the same mistakes as the average investor.
Click to read Morningstar's Mind the Gap study: https://www.morningstar.com/lp/mind-the-gap
Here are some of the things we will discuss in this episode:
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.
Or use this link: http://bit.ly/calltruewealth
Learn more about the Retire Smarter Solution™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/
Ep 47: Risks & Uncertainties in Pandemics & Retirement Planning
Ep 46: Rebalancing Your Portfolio: Why, How & Complexities to Overcome
Ep 45: Retire Smarter Solution™
Ep 44: Am I Going To Be Okay? Looking Back On A Client's Retirement Plan Execution In Light Of The Coronavirus
Ep 43: Financial Planning To-do's During Market Declines
Ep 42: This Is Not 2008
Ep 41: Coronavirus & Your Investment Strategy Part 2
Ep 40: Coronavirus & Your Investment Strategy Part 1
Ep 39: IRA Owners: 3 Key Changes By The SECURE Act
Ep 38: Pension Lump Sum or Monthly Payment?
Ep 37: The Story of Sue
Ep 36: Snowbirds: Documenting Ohio Nonresidency
Ep 35: Snowbirds: 4 Financial Tips
Ep 34: Case Study: Tax-Smart Distribution Planning
Ep 33: Tax-Planning Framework
Ep 32: Top 10 Best Retirement Cities
Ep 31: The Details In A Tax-Smart Retirement Distribution Plan
Ep 30: Your Investing Process - Part 4
Ep 29: Your Investing Process - Part 3
Ep 28: Your Investing Process - Part 2
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