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 | 205 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvestingCareers | |||
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Latest Episodes
Most financial plans get built once, put in a drawer, and rarely used again.
But real financial planning should actively help guide decisions throughout retirement.
In this episode, Tyler Emrick, CFA, CFP® walks through three practical ways your ... more
Most people think a financial plan is a set of projections… a retirement number… or a long report that tells you whether you’re going to be okay.
In reality, many of those plans end up as 60–90 page documents that sit on a shelf and rarely get used.... more
Most people walk into their first meeting with a financial advisor expecting a presentation—charts, investments, maybe even a pitch.
But a real discovery meeting shouldn’t feel like that at all.
In this episode, we break down what a first meeting w... more
As you get closer to retirement, it’s usually not one big mistake that throws things off — it’s a handful of smaller decisions that can quietly add up over time.
In this episode, Tyler Emrick, CFA, CFP®, walks through five of the most common money m... 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 | #171 |  Israel/Business/Investing |
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Frequently Asked Questions About Retire Smarter
What is Retire Smarter about and what kind of topics does it cover?
This podcast offers insights into financial planning and retirement strategies, featuring discussions on topics like Roth accounts, market volatility, and the implications of recent tax legislation. The hosts engage listeners with practical advice tailored to varying financial situations, making complex topics more accessible. Each episode tends to include a blend of current financial events, strategic investment planning, and personal anecdotes that enliven the discussions, potentially appealing to anyone looking to enhance their financial literacy and retirement preparation. The insightful and often entertaining conversations underscore the hosts' commitment to improving listeners' understanding of financial matters, especially in the con... more
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Which podcasts are similar to Retire Smarter?
These podcasts share a similar audience with Retire Smarter:
1. Retirement Answers
2. Ready For Retirement
3. Sound Retirement Radio
4. Stay Wealthy Retirement Podcast
5. Retirement Starts Today
How many episodes of Retire Smarter are there?
Retire Smarter launched 8 years ago and published 205 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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