Income Targeting - Should We Even Care About IRMAA?
Income Targeting - Should We Even Care About IRMAA?
It's often beneficial to target income for tax planning purposes while working and even more so during your retirement y... Read more
10 Aug 2023
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26mins
Do You Have Unrealistic Portfolio Return Expectations?
Do You Have Unrealistic Portfolio Return Expectations?
In this episode, Tyler Emrick CFA®, CFP® explores the disconnect between some investors' return expectations. Learn comm... Read more
27 Jul 2023
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27mins
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What’s The Big Deal With Roth Conversions And Why Should You Care?
What’s The Big Deal With Roth Conversions And Why Should You Care?
In this episode, Tyler Emrick CFA®, CFP® talks through the financial impacts of implementing a well-thought-out Roth con... Read more
13 Jul 2023
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No More TINA - An Investment Update
No More TINA - An Investment Update
There Is No Alternative or TINA has been used throughout history and is mostly strongly associated with the UK's Marget ... Read more
29 Jun 2023
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Your Wealth, Your Retirement – How Can You Do It Better?
Your Wealth, Your Retirement – How Can You Do It Better?
In this episode, hear Tyler Emrick, CFA®, CFP®, talk through what it means to be wealthy and how your own perception of ... Read more
15 Jun 2023
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Portfolio Moves in Light of Recession Fears
Portfolio Moves in Light of Recession Fears
Is the U.S. economy heading toward a recession? This question is seemingly perennial but has undoubtedly been a hot topi... Read more
25 May 2023
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26mins
Social Security’s Uncertain Future & Impacts On Your Retirement
Social Security’s Uncertain Future & Impacts On Your Retirement
We've all heard about Social Security's funding troubles. Is this why some decide to start benefits early? If Social Sec... Read more
11 May 2023
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20mins
Widowed in Retirement - How to Plan for the Financial Changes
Widowed in Retirement - How to Plan for the Financial Changes
Losing a spouse is difficult. Losing a spouse that handles your household finances is devastating. Hear Tyler Emrick, CF... Read more
27 Apr 2023
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26mins
Faulty Retirement Assumptions
Faulty Retirement Assumptions
A solid retirement plan starts with making reasonable assumptions on myriad items -- your retirement lifestyle and its a... Read more
13 Apr 2023
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Bank Busts & Safeguards for Your Investment Funds
Bank Busts & Safeguards for Your Investment Funds
There has been a lot of misinformation regarding and uncertainty caused by the recent bank failures. You may have concer... Read more
17 Mar 2023
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43mins
