Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Ep 44: Am I Going To Be Okay? Looking Back On A Client's Retirement Plan Execution In Light Of The Coronavirus
2020-04-09
Retirement planning (done right) has always been a continuous process. With the turmoil caused by the Coronavirus, prudent planning is having to be done and redone in short order. Things are changing quickly and you need to take a dynamic approach to your planning and investing to avoid dangers and capitalize on opportunities.
Hear Kevin dissect a ten-year client's dynamic retirement story. Learn why their withdrawal rate was more than twice the 4% rule of thumb and how their portfolio allocation has changed over time. And be sure to pay attention to the end to discover why their prudent planning has afforded them the luxury of taking a conservative investment approach or allows them to now be opportunistic.
Have questions? Need help making sure your investments and retirement plan are on track?
Use this link to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
http://bit.ly/calltruewealth
Timestamps:
1:16 - You Can’t Teach Experience
9:30 - Kevin Talks About Initially Meeting John And Jane
13:48 - Reducing Stock Allocation
16:47 - Appropriate Withdrawal Rate
19:47 - John And Jane In 2020
26:55 - Proving Your Worth Everyday
More Episodes
2020-02-20
605
2020-02-06
483
2020-01-16
559
2020-01-02
519
2019-12-19
649
2019-12-05
531
2019-11-21
578
2019-10-17
500
2019-10-03
481
2019-09-19
513
2019-09-05
617
2019-08-15
514
2019-08-01
360
2019-07-18
380
2019-07-03
478
2019-06-20
379
2019-06-06
380
Get this podcast on your
phone, FREE
