Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
It's common to see articles or to-do lists for year-end tax planning. But these often lack substance and fail to answer why a strategy may or may not make sense for you. Listen to Kevin describe a simplified framework to understand your tax situation and then how to thoughtfully consider what tax-smart strategies make sense for you.
Useful Info:
Randall Munroe's "What If" Book: https://www.amazon.com/What-Scientific-Hypothetical-Questions-International/dp/0544456866
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-TWD-PLAN or 855-893-7526
More Episodes
Ep 38: Pension Lump Sum or Monthly Payment?
2020-02-20
605
2020-02-20
605
Ep 37: The Story of Sue
2020-02-06
483
2020-02-06
483
Ep 36: Snowbirds: Documenting Ohio Nonresidency
2020-01-16
559
2020-01-16
559
Ep 35: Snowbirds: 4 Financial Tips
2020-01-02
519
2020-01-02
519
Ep 34: Case Study: Tax-Smart Distribution Planning
2019-12-19
649
2019-12-19
649
Ep 32: Top 10 Best Retirement Cities
2019-11-21
578
2019-11-21
578
Ep 30: Your Investing Process - Part 4
2019-10-17
500
2019-10-17
500
Ep 29: Your Investing Process - Part 3
2019-10-03
481
2019-10-03
481
Ep 28: Your Investing Process - Part 2
2019-09-19
513
2019-09-19
513
Ep 27: Your Investing Process - Part 1
2019-09-05
617
2019-09-05
617
Ep 26: Mortgage Management
2019-08-15
514
2019-08-15
514
Ep 25: Death Of The Stretch IRA
2019-08-01
360
2019-08-01
360
Ep 24: Reasons to Invest Internationally
2019-07-18
380
2019-07-18
380
Ep 23: What Is Financial Life Planning?
2019-07-03
478
2019-07-03
478
Ep 22: Will Social Security Be There For Me?
2019-06-20
379
2019-06-20
379
Ep 21: The Story of Jane
2019-06-06
380
2019-06-06
380
Get this podcast on your
phone, FREE
