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...
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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 211 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 211 episodesDonor-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...
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...