How Do You Compare? New Retirement Savings Data Is Out
How much should you have saved for retirement? It's one of the most common questions people ask, and new retirement savings data from Fideli...
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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 216 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 216 episodesCan You Retire Before 59½? Here's What You Need to Know
Many people assume they have to wait until age 59½ before they can retire because that's when retirement accounts generally become available...
How Much Money Is Enough To Retire?
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 episo...
Going Back to Work in Retirement? Here's What to Know First
More retirees than ever are choosing to work in retirement, whether for additional income, consulting opportunities, or simply because they...
The Most Valuable Tax Planning Window in Retirement
Many retirees have a unique period between retirement and the start of Social Security and Required Minimum Distributions (RMDs) when their...
The New Social Security Report Is Out: What Retirees Actually Need To Know
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth The 2026 Social Security Trustees...
Donor-Advised Funds Explained: The Most Underused Tax Strategy for Charitable Retirees
Donor-advised funds have become one of the most popular charitable giving tools in the country, with more than $326 billion now held in dono...
How to Rebalance a Highly Appreciated Portfolio Without Selling: The 351 Exchange Strategy
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Many investors have highly appreci...
So You’ve Decided To Do A Roth Conversion… Now What?
So you’ve decided to do a Roth conversion… now what? Most Roth conversion conversations focus on whether you should do one. But the long-ter...
The Biggest Investment Mistakes Aren’t What You Think
Investment management is often framed around picking stocks, predicting markets, and finding outperforming investments. But many of the deci...
Is Your Retirement Advice Already Too Late? Why Proactive Planning Matters
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth This episode walks through what pr...
Is Your Financial Plan Doing Its Job? (3 Things to Check)
Most financial plans get built once, put in a drawer, and rarely used again. But real financial planning should actively help guide decision...
Why Most Financial Plans Fail (And How To Build A Better One)
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...
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...
5 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...