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Artwork for Retire Smarter

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

Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Retirement Planning
Financial Planning
Social Security
Estate Planning
Investing
Secure Act
S&P 500
Buffered Etfs
TALS
Tax Planning
Defined Outcome Etfs
Required Minimum Distribution
Investment Fees
Market Protection Strategies
IRA Accounts
Roth Accounts
Beneficiaries
Real Estate Industry
Cognitive Bias
Tax-Aware Investing

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.

PublishesTwice monthlyEpisodes196Founded8 years ago
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Artwork for Retire Smarter

Latest Episodes

A strong market can create a new problem. A single stock or ETF grows to represent a large portion of your net worth. Now you face a difficult tradeoff: diversify and trigger a large tax bill, or hold the position and accept concentrated risk.

In th... more

YouTube

Most retirement plans assume your spending will stay flat, or that you will need about 80 percent of your pre-retirement income.

But retirement does not actually work that way.

In this episode, Tyler Emrick, CFP®, CFA®, explains what the research s... more

YouTube

Get your customized planning started by scheduling a no-cost discovery call: bit.ly/calltruewealth

Health Savings Accounts (HSAs) may be the most powerful tax-free retirement planning tool available, yet most people use them completely wrong.... more

YouTube

Get your customized planning started by scheduling a no-cost discovery call: bit.ly/calltruewealth

Required Minimum Distributions (RMDs) are not just mandatory withdrawals — they are forced taxable income that can quietly reshape your retirem... more

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Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Hosts

Walter Stroholtz
Co-host with engagement in discussions on retirement.
Tyler Emrick
Wealth advisor and certified financial planner.

Reviews

4.4 out of 5 stars from 27 ratings
  • 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 Podcasts
    5
    aekdb1867
    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 Podcasts
    5
    misterwlb
    United 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 Podcasts
    5
    Davo1466
    United 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 Podcasts
    5
    Dlm4444
    United 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 Podcasts
    5
    Sage Wisdon
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners find the hosts' personalities engaging, making the educational discussions not only informative but enjoyable.
The audience praises the actionable insights presented in each episode, particularly highlighting the hosts' expertise and reliable guidance in financial planning.
Many listeners appreciate the timely and relevant topics covered, emphasizing the hosts' ability to simplify complex financial information.

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Talking Points

Recent interactions between the hosts and their guests.

The Disappearing Act of Retiree Health Benefits – What Options Do You Have?
Q: Do you see this as enough options and enough flexibility for most of your clients that come through the door to be able to find good solutions?
There are enough options out there to fit most individuals, but we always desire more options.
Buffered ETFs: Market Downside Protection? Are They Right for You?
Q: Who should consider investing in buffered ETFs?
Individuals who have been on the sidelines and are hesitant about jumping into the market may find buffered ETFs appealing as a safer entry point.
Buffered ETFs: Market Downside Protection? Are They Right for You?
Q: What is a buffered ETF and how does it work?
Buffered ETFs provide downside protection against losses while capping potential gains, using complex option-based strategies to define outcomes over a predefined period.
Effective Estate Planning: Tips to Make Sure The Process Goes Smoothly And Money Goes Where You Intend
Q: Is estate planning an add-on to the normal financial planning?
No, it's integrated into every client's financial planning process at True Wealth Design.
Effective Estate Planning: Tips to Make Sure The Process Goes Smoothly And Money Goes Where You Intend
Q: What else do we need to know about estate planning?
It's important to understand the why behind estate planning, including asset protection, tax efficiency, minimizing family conflicts, and providing peace of mind regarding the distribution of your estate.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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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. Stay Wealthy Retirement Podcast
2. Retirement Starts Today
3. Your Money, Your Wealth
4. Ready For Retirement
5. Retirement Answer Man

How many episodes of Retire Smarter are there?

Retire Smarter launched 8 years ago and published 196 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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