Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Ep 2: Details vs. Relationships

Unfortunately, many financial advisors fall into one camp or another. They're either a great relationship person or they're extremely focused on planning details. Kevin will tell us about a couple who called him recently after experiencing one of those scenarios and how it cost them a lot of money. Listen to this episode of "Retire Smarter" to find out why you should work with an advisor who respects the unique details of your situation, while also developing a strong working relationship with you. Only having both will lead to clarity and confidence in your decision making about your financial future.
For more about True Wealth Design, visit: http://www.truewealthdesign.com/

Ep 1: Be Realistic About Your Retirement

We often have a lot of unrealistic expectations about retirement. And there’s nothing wrong with that if we reel ourselves back toward reality before making major decisions. Let’s talk about some of the ways our retirement expectations get out of whack and what more realistic scenarios should look like.
 
For more about True Wealth Design, visit: http://www.truewealthdesign.com/