What a First Meeting with a Financial Advisor Should Look Like
Apr 30, 2026 - 19:43
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When you're 12 months away from retirement, everything starts to feel real. From hard deadlines like pension elections and Medicare sign-ups to emotional shifts around identity and purpose, this final year before retirem...
One Year from Retirement: A Critical Window for Planning and Perspective is an episode from Retire Smarter by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®. When you're 12 months away from retirement, everything starts to feel real. From ha...
This episode belongs to Retire Smarter.
Use the player on this page to stream the episode online.
Published May 15, 2025, 39:41 long, audio available.
Apr 30, 2026 - 19:43
Apr 23, 2026 - 22:39
Apr 16, 2026 - 22:46
You can listen to One Year from Retirement: A Critical Window for Planning and Perspective online on Radio and Podcast. Open the player on this page to stream the available audio.
One Year from Retirement: A Critical Window for Planning and Perspective is an episode from Retire Smarter by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®.
This episode is 39:41 long.
This episode was published on May 15, 2025.
Apr 9, 2026 - 22:29
Mar 26, 2026 - 19:41
Mar 19, 2026 - 20:22
Mar 12, 2026 - 18:43