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 | Twice monthly | Episodes | 184 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingCareersBusiness | |||
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Latest Episodes
Get your customized planning started by scheduling a no-cost discovery call: bit.ly/calltruewealth
Most retirees worry about whether their money will last—but few understand the real variables that determine success. In this episode, we go be... more
Get your customized planning started by scheduling a no-cost discovery call: bit.ly/calltruewealth
For many retirees, healthcare costs before Medicare can be one of the biggest financial shocks — often exceeding $25,000 a year. But with the r... more
Get your customized planning started by scheduling a no-cost discovery call: bit.ly/calltruewealth
In this episode of Retire Smarter, Tyler Emrick, CFA®, CFP®, breaks down how to gift smarter — whether your goal is to support family or give b... more
Get your customized planning started by scheduling a no-cost discovery call: bit.ly/calltruewealth
Most don't realize how important structure and strategy impacts an investment's tax efficiency.
Tyler Emrick, CFA®, CFP®, breaks down how inve... 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 States4 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 States5 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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Frequently Asked Questions About Retire Smarter
What is Retire Smarter about and what kind of topics does it cover?
Focused on practical financial advice, this podcast explores essential strategies for retirement planning and wealth management. The hosts provide in-depth discussions on a variety of topics including investment strategies, tax planning, market volatility, and the implications of social security reforms. Episodes tackle timely financial issues and highlight important methodologies like Roth conversions, long-short investing strategies, and the analysis of the latest tax legislation. Engaging personal stories and relatable examples enrich the content, making complex financial concepts accessible to listeners of all backgrounds.
This show is particularly noteworthy for its ability to demystify financial jargon, thereby helping listeners navi... 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. Stay Wealthy Retirement Podcast
3. The Retirement and IRA Show
4. Sound Retirement Radio
5. The Great Retirement Debate with Ed Slott & Jeffrey Levine
How many episodes of Retire Smarter are there?
Retire Smarter launched 7 years ago and published 184 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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