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Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® Of True Wealth Design.
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.
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Most people walk into their first meeting with a financial advisor expecting a presentation—charts, investments, maybe even a pitch. But a r...
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...
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 (2026): how high-income earners can legally contribute to a Roth IRA, step-by-step, and avoid the pro-rata rule...
Trump Accounts explained (2026): how they work, who qualifies for the $1,000 government contribution, and whether they’re actually worth usi...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth If you’ve inherited an IRA, the ru...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Social Security is often treated a...
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...
Most retirement plans assume your spending will stay flat, or that you will need about 80 percent of your pre-retirement income. But retirem...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Health Savings Accounts (HSAs) may...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Required Minimum Distributions (RM...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Tax filing season is here — and ev...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth How much cash should you really ho...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Many parents and grandparents want...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth For decades, the 4% rule has been...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most investors focus on returns. S...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In this episode of Retire Smarter,...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Over the past month, we released a...
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...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most retirees worry about whether...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth For many retirees, healthcare cost...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In this episode of Retire Smarter,...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most don't realize how important s...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth It will soon be that time of year...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In today’s episode, we’re tackling...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth What do ultra-wealthy families pri...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Deferred compensation plans can be...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Congress passed the One Big Beauti...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth The One Big Beautiful Bill Act is...
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Retirees are increasingly targeted...
Some retirement mistakes are obvious. Others are silent — slowly eroding your plan year after year without setting off alarms. From investin...
Warren Buffett announced his retirement as CEO of Berkshire Hathaway at the company’s 2025 annual meeting — marking the end of one of the mo...
When you're 12 months away from retirement, everything starts to feel real. From hard deadlines like pension elections and Medicare sign-ups...
Not all Roth dollars are created equal—especially during times of market volatility. In this episode, Tyler Emrick, CFA®, CFP®, unpacks when...
Markets have been shaken by a sharp selloff, with the S&P 500 down around 15% and the Nasdaq nearly 20% year-to-date. Much of the recent vol...
If the recent market drop has you feeling uneasy, you’re not alone — but sharp swings are regularities you need to navigate. The S&P 500 and...
Big tax changes could be coming soon! On February 25, the House passed a budget resolution setting a $4.5 trillion cap for a new tax bill th...
Are you leaving money on the table? For families weighing their options when choosing a financial advisor, Vanguard’s Advisor Alpha study ha...
Retirement isn’t just about your savings—it’s also about where you choose to live. In this episode, Tyler Emrick, CFA®, CFP®, explores Walle...
Can money really buy a longer, healthier life? In this episode, Tyler Emrick, CFA®, CFP®, dives into the surprising connection between wealt...
The Social Security Fairness Act is shaking up the retirement landscape, eliminating the Windfall Elimination Provision (WEP) and Government...
In this episode, Tyler Emrick, CFA®, CFP®, explores the key financial and psychological factors driving early Social Security claims. Discov...
Remember in 2022 when both stocks and bonds fell in lockstep? Did you think diversification failed? Want to build a more diversified, resili...
Have a sizable brokerage account? Have unrealized capital gains? Pay income taxes at the highest rates? Want to pay your fair share but no m...
For successful investors and high-income earners, this is an episode not to miss... Sure, you can own an S&P 500 ETF or mutual fund. You cou...
Is diversification dead? Over the last decade, putting all your eggs in the S&P 500 basket has outperformed diversified strategies. In this...
The clock is ticking on the 2017 Tax Cuts, and big changes are looming. In this episode, Tyler Emrick, CFA®, CFP®, breaks down the complexit...
This episode explores the disconnect between retirement expectations and reality, referencing a recent Gallup report that shows most retiree...
Over the last few years, significant changes have been made to how retirement accounts are managed after death, especially with new RMD rule...
In this episode, Tyler Emrick, CFA®, CFP®, reviews the rich insights from Fritz Gilbert's blog post, "Six Lessons From Six Years of Retireme...
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Retire Smarter is listed as a Business show. The show language is listed as English.
This page lists 203 episodes for Retire Smarter. More episodes are available from the View more button when the list continues.