What a First Meeting with a Financial Advisor Should Look Like
Apr 30, 2026 - 19:43
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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 could also own the 500 stocks individually, a strategy nowadays called direct index...
Part 1: The Long and Short on Tax-Aware, Long-Short (TALS) Investing is an episode from Retire Smarter by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®. For successful investors and high-income earners, this is an episode not to miss... Sur...
This episode belongs to Retire Smarter.
Use the player on this page to stream the episode online.
Published Nov 8, 2024, 45:24 long, audio available.
Apr 30, 2026 - 19:43
Apr 23, 2026 - 22:39
Apr 16, 2026 - 22:46
You can listen to Part 1: The Long and Short on Tax-Aware, Long-Short (TALS) Investing online on Radio and Podcast. Open the player on this page to stream the available audio.
Part 1: The Long and Short on Tax-Aware, Long-Short (TALS) Investing is an episode from Retire Smarter by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®.
This episode is 45:24 long.
This episode was published on Nov 8, 2024.
Apr 9, 2026 - 22:29
Mar 26, 2026 - 19:41
Mar 19, 2026 - 20:22
Mar 12, 2026 - 18:43