Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
We're excited to make a big announcement on this episode of Retire Smarter. Kevin is joined by True Wealth Design's newest partner, Ron Wyatt, who brings more than 25 years of financial planning experience to the firm. A lot of existing listeners will be hearing from Ron for the first time, so we'll spend some time today getting to know his background and professional journey. And new listeners will also get to learn more about Kevin's experiences.
The two will also cover why they've chosen to join forces now, and why it's going to be a benefit for all current and future clients. Join us as we celebrate the growing of True Wealth's footprint from northeast Ohio and southwest Florida to Pittsburgh!
Timestamps:
1:11 - Introducing Ron Wyatt
2:21 - Ron shares a little about his background
5:58 - Kevin gives a brief review of his background, including his time as a high school physics teacher
8:23 - Kevin tells us about one of his first clients, Tom, and the lessons learned from an emotional meeting in 2009
10:55 - Ron explains why he and Kevin are joining forces at True Wealth Design
16:56 - How does this impact clients? How will their experience change or remain the same with this transition?
24: 53 - Big picture: becoming a "bigger small firm"
Contact:
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-893-7526
Schedule: http://bit.ly/calltruewealth
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