Cover image of Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Conta... Read more

Ranked #1

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Ep 16: Retirement Income Planning Series - Part 1

Ep 16: Retirement Income Planning Series - Part 1

For many people, one of the biggest fears going into retirement is where money will come from when you're no longer rece... Read more

21 Mar 2019

15mins

Ranked #2

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Ep 17: Bad-Timing Risk: Retirement Income Planning Series - Part 2

Ep 17: Bad-Timing Risk: Retirement Income Planning Series - Part 2

We continue on with the series by discussing a lesser known type of risk called bad-timing risk. What happens when you r... Read more

4 Apr 2019

27mins

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Ranked #3

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Ep 37: The Story of Sue

Ep 37: The Story of Sue

Sue is a recent widow and has gone through significant life and money transitions. Listen to Sue's unique story and lear... Read more

6 Feb 2020

21mins

Ranked #4

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Ep 19: Dynamic Strategy: Retirement Income Planning Series - Part 4

Ep 19: Dynamic Strategy: Retirement Income Planning Series - Part 4

When building a financial plan that's based around investing, it's important to take into account a handful of dynamic e... Read more

2 May 2019

35mins

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Ranked #5

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Ep 18: Total Return Portfolio: Retirement Income Planning Series - Part 3

Ep 18: Total Return Portfolio: Retirement Income Planning Series - Part 3

If you're taking a probability-based approach to investing as we discussed in the first part of this series, you'll need... Read more

18 Apr 2019

25mins

Ranked #6

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Ep 5: Rules Gone Awry - Take Social Security Early

Ep 5: Rules Gone Awry - Take Social Security Early

There's an old school of thought that says you should take social security as early as you can so that you can get the m... Read more

4 Oct 2018

26mins

Ranked #7

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Ep 3: Quit Obsessing Over A "Stress-Free" Retirement

Ep 3: Quit Obsessing Over A "Stress-Free" Retirement

There is a lot of obsessing over creating a stress-free experience in retirement. But life doesn't really work that way.... Read more

6 Sep 2018

22mins

Ranked #8

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Ep 41: Coronavirus & Your Investment Strategy Part 2

Ep 41: Coronavirus & Your Investment Strategy Part 2

Timing the market sounds great, especially during times of market distress like that caused by Cornovirus (COVID-19) con... Read more

19 Mar 2020

35mins

Ranked #9

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Ep 6: Rules Gone Awry - The Rule Of 100

Ep 6: Rules Gone Awry - The Rule Of 100

There's a "rule" that says you should take 100, subtract your age, and the result tells you how much of your money you s... Read more

18 Oct 2018

12mins

Ranked #10

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Ep 4: The Wisdom In Ignoring The 80% Rule

Ep 4: The Wisdom In Ignoring The 80% Rule

Walter was being nosy recently and asking his mom about her retirement plans. When she told him she was planning on livi... Read more

20 Sep 2018

21mins

Ranked #11

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Ep 12: Behind The Curtain Of Annuities And Free Steak Dinners

Ep 12: Behind The Curtain Of Annuities And Free Steak Dinners

Have you ever received an invitation to attend a steak dinner seminar event to learn about a financial product? Were you... Read more

17 Jan 2019

29mins

Ranked #12

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Ep 8: Exorbitant Health Care Costs

Ep 8: Exorbitant Health Care Costs

In this episode, Kevin turns the tables on a handful of common misconceptions about health care costs in retirement. Fin... Read more

15 Nov 2018

25mins

Ranked #13

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Ep 13: Beating Up On Variable Annuities

Ep 13: Beating Up On Variable Annuities

If you listened to Episode #12, you heard the rundown on just about every type of annuity except the variable annuity. S... Read more

7 Feb 2019

32mins

Ranked #14

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Ep 40: Coronavirus & Your Investment Strategy Part 1

Ep 40: Coronavirus & Your Investment Strategy Part 1

Shocks like the Coronavirus (COVID-19) or Russia's assault on oil prices can't be predicted. Yet, your financial life pl... Read more

11 Mar 2020

31mins

Ranked #15

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Ep 9: Rules Gone Awry - A Lower Tax Bracket Part 1

Ep 9: Rules Gone Awry - A Lower Tax Bracket Part 1

Let's continue our series on breaking down some of the retirement "rules" that have gone awry. This week, we'll begin a ... Read more

6 Dec 2018

22mins

Ranked #16

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Ep 10: Rules Gone Awry - A Lower Tax Bracket Part 2

Ep 10: Rules Gone Awry - A Lower Tax Bracket Part 2

Time for part 2 of our conversation on the retirement rule gone awry that you'll be in a lower tax bracket at retirement... Read more

20 Dec 2018

29mins

Ranked #17

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Ep 38: Pension Lump Sum or Monthly Payment?

Ep 38: Pension Lump Sum or Monthly Payment?

Pension lump sums are higher in 2020 than 2019. But which should you prefer? Listen to Kevin discuss how to financially ... Read more

20 Feb 2020

33mins

Ranked #18

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Ep 24: Reasons to Invest Internationally

Ep 24: Reasons to Invest Internationally

How much money do you have in international investments? How much should you have? Listen to Kevin discuss what the scie... Read more

18 Jul 2019

24mins

Ranked #19

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Ep 11: Not Resolutions - Set Goals The Right Way To Start The New Year

Ep 11: Not Resolutions - Set Goals The Right Way To Start The New Year

People struggle to keep their New Year's Resolutions. Instead, let's talk about what real goal setting looks like. Kevin... Read more

3 Jan 2019

24mins

Ranked #20

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Ep 20: Are Guarantees Worth It? Retirement Income Planning Series - Part 5

Ep 20: Are Guarantees Worth It? Retirement Income Planning Series - Part 5

When choosing investment vehicles, for many people the most important factor is the guarantee that they'll receive a cer... Read more

16 May 2019

28mins

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