What a First Meeting with a Financial Advisor Should Look Like
Most people walk into their first meeting with a financial advisor expecting a presentation—charts, investments, maybe even a pitch. But a r...
Radio and PodcastLive Radio & PodcastsBusiness
Retire Smarter
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® Of True Wealth Design.
Retire Smarter Podcast Guide
Listen to Retire Smarter, a Business podcast by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®. Stream 203 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
Show Topic
Browse this show under Business podcasts.
Episodes
20 episodes are loaded now from a catalog of 203. More episodes can be opened from this page.
Discover More
Explore Business podcasts, United States podcasts and English podcasts.
Episodes
20 of 203 episodes5 Worst Money Moves to Avoid Before Retirement
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 quie...
Your Tax Return Is a Blueprint — Here's How to Use It for Better Planning
Most people get their tax return back, sign it, and move on. But your 2025 tax return is more than a summary of last year — it’s a roadmap f...
Backdoor Roth IRA Explained: How High Earners Avoid Income Limits
Backdoor Roth IRA explained (2026): how high-income earners can legally contribute to a Roth IRA, step-by-step, and avoid the pro-rata rule...
Trump Accounts Explained: $1,000 Free for Your Kids.... But Is There a Catch?
Trump Accounts explained (2026): how they work, who qualifies for the $1,000 government contribution, and whether they’re actually worth usi...
Inherited IRA 10-Year Rule: Don’t Make This Costly Mistake
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth If you’ve inherited an IRA, the ru...
Social Security Strategies for Couples: Timing Decisions Worth $100,000+
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Social Security is often treated a...
How to Diversify Concentrated Stock Without a Big Tax Bill
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 difficu...
The Retirement Spending Myth: Why the 80% Rule Gets It Wrong
Most retirement plans assume your spending will stay flat, or that you will need about 80 percent of your pre-retirement income. But retirem...
Why Most People Are Wasting Their HSA (And How to Fix It)
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Health Savings Accounts (HSAs) may...
The RMD Tax Trap: Required Minimum Distribution Strategies That Lower Lifetime Taxes
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Required Minimum Distributions (RM...
Tax Filing Season 2026: Last-Minute Planning Moves for Individuals and Business Owners
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Tax filing season is here — and ev...
Retirement Cash Reserves in 2026: How Much Is Enough?
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth How much cash should you really ho...
The 2026 Gift Tax Rules Explained: How to Gift Cash, Stock, and Family Loans Correctly
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Many parents and grandparents want...
How Much Can You Spend in Retirement? A Smarter Take on the 4% Rule
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth For decades, the 4% rule has been...
Tax-Efficient Investing 2026: How to Cut Your Tax Bill by Thousands This Year
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most investors focus on returns. S...
Retirement Planning 2026: The January Decisions That Shape Your Future
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In this episode of Retire Smarter,...
How TALS Help You Reduce Taxes and Stay Invested (The Full Series)
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Over the past month, we released a...
How You Should Be Using Roth Accounts: Before and After Retirement
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Roth IRAs and Roth 401(k)s are pow...
How Long Will Your Money Last? The Real Math Behind Retirement Success
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most retirees worry about whether...
Questions About Retire Smarter
Where can I listen to Retire Smarter episodes?
You can listen to Retire Smarter episodes online on Radio and Podcast. Open an episode and the site player will stream the available audio.
What is Retire Smarter about?
Retire Smarter is listed as a Business show. The show language is listed as English.
How many Retire Smarter episodes are listed?
This page lists 203 episodes for Retire Smarter. More episodes are available from the View more button when the list continues.
Quick Answers About Retire Smarter
Where can I listen to Retire Smarter?
You can listen to Retire Smarter episodes on this page by opening an episode and using the site player.
What type of podcast is Retire Smarter?
Retire Smarter is listed as a Business show by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®.
How many episodes are available?
This page lists 203 episodes for Retire Smarter where feed data is available.