Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
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. Contact at www.truewealthdesign.com/ or by calling 855-893-7526.
| Publishes | Weekly | Episodes | 214 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | CareersInvestingBusiness | |||
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Latest Episodes
How much money is enough to retire?
It may be the most common retirement planning question, but it isn't always the right one.
In this episode, Tyler Emrick, CFA®, CFP®, explores why financial security is often more psychological than mathematical ... more
More retirees than ever are choosing to work in retirement, whether for additional income, consulting opportunities, or simply because they enjoy staying engaged.
In this episode, Tyler Emrick, CFA®, CFP®, discusses the financial planning considerat... more
Many retirees have a unique period between retirement and the start of Social Security and Required Minimum Distributions (RMDs) when their taxable income may be significantly lower than it will be later in retirement.
In this episode, Tyler Emrick,... more
Get your customized planning started by scheduling a no-cost discovery call: bit.ly/calltruewealth
The 2026 Social Security Trustees Report is out, and it is already creating headlines about the future of Social Security benefits.
In this ep... more
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- Timely topics
One of my favorite things about the podcast is how timely the topics are. I heard that there were changes to IRA distribution rules at the beginning of the year. Kevin and Tyler put out an episode confirming that belief. They do a very good job of simplifying information that is difficult to understand for a non expert like myself. Not only are the topics timely but they also show their personalities making it educational and entertaining. I really enjoy the podcast!
Apple Podcasts5aekdb1867
United States3 years ago - Insider View
I got to know Kevin as a colleague in the financial services industry. Who would I want my wife to seek out if I was no longer able to handle our affairs? It would be Kevin.
He is the best and the brightest. Always to the point and never distracted by the glossy latest products that the industry seems to promulgate.
The podcasts amply demonstrate his knowledge and are an exhibit of a high functioning business. Listen in and you will be drawn to Kevin.
Apple Podcasts5misterwlbUnited States5 years ago - Simplicity is Sophisticated
Listening to Kevin describe deep but important financial planning ideas, it becomes obvious his background in physics and math serve him well. However, dear listener, you will be impressed by his ability to teach in a way that is easily understandable and very helpful to your long term financial success! Listen to each episode more than once. It is chock full of wisdom gems!
Apple Podcasts5Davo1466United States5 years ago - Excellent Guidance for all Ages
Kevin and his team consistently provides their current and future clients excellent guidance to make their investing decisions. Kevin never pushes anyone to make a decision, yet guides them based on his wealth of knowledge so the environment he provides his clients is of the best quality. Keep up the amazing work!
Apple Podcasts5Dlm4444United States6 years ago - Retirement planning
One of the best! Kevin explains market jargon in a way that is easy to understand. His insight into the economy is deep yet delivered in a way that is concise and clear. A+
Apple Podcasts5Sage WisdonUnited States6 years ago
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Apple Podcasts | #39 |  Finland/Business/Investing |
Apple Podcasts | #89 | Finland/Business |
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Frequently Asked Questions About Retire Smarter
What is Retire Smarter about and what kind of topics does it cover?
This show centers on proactive, holistic retirement planning and tax-efficient investing, with a focus on turning complex financial concepts into practical guidance. Episodes emphasize year-round planning cadence, coordinated decisions across investments, taxes, estate planning, and healthcare, and the importance of discovery and fit with a fiduciary-style firm. Listeners can expect actionable strategies on Social Security timing, Roth conversions, healthcare costs, and using tax returns and planning tools to guide real-life decisions. A standout is the consistent emphasis on integrative planning rather than siloed advice, often paired with concrete client stories and a clear calls-to-action to engage a planning team for personalized discov... more
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How many listeners does Retire Smarter get?
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Which podcasts are similar to Retire Smarter?
These podcasts share a similar audience with Retire Smarter:
1. Retirement Answers
2. Retirement Planning Education, with Andy Panko
3. The Retirement and IRA Show
4. Retirement Starts Today
5. Retire With Style
How many episodes of Retire Smarter are there?
Retire Smarter launched 8 years ago and published 214 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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