
The Most Valuable Tax Planning Window in Retirement
Jul 2, 2026 - 20:54
Radio and PodcastLive Radio & Podcasts
Most financial plans get built once, put in a drawer, and rarely used again. But real financial planning should actively help guide decisions throughout retirement. In this episode, Tyler Emrick, CFA, CFP® walks through...
Is Your Financial Plan Doing Its Job? (3 Things to Check) is an episode from Retire Smarter by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®. Most financial plans get built once, put in a drawer, and rarely used again. But real financial pl...
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Published May 14, 2026, 17:45 long, audio available.