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Ep 86: Cash Flow - Measuring & Monitoring the Heartbeat of Your Financial Planning
Do you know what it costs to live your lifestyle? Many successful people don't. They haven't had to worry about money, live below their means, and save diligently.
Yet, when it comes to retirement planning, you need to know these costs. On one hand, you need to make sure you have enough and don't run out of money. On the other, you need these costs for proper investment and tax planning.
Hear Kevin and special guest Tyler Emrick, CFP, CFA discuss the importance of cash flow and several client stories where it made a huge impact. You'll hear different ways to measure lifestyle and how you can jump-start the planning process by taking a preapproval approach to retirement spending. And be sure to listen to the end where they'll discuss how to monitor your tax-smart distribution planning to be sure you stay on the good side of the retirement track.
Get additional financial information: https://www.truewealthdesign.com/ep-86-cash-flow-measuring-monitoring-the-heartbeat-of-your-financial-planning/
Today's rundown:
1:12 – Elf on the shelf
5:00 – Cash flow, measuring, and monitoring
11:52 – Kevin’s story about cash flow
15:02 – Tyler’s story about cash flow
20:44 – Cash flow like a mortgage pre-approval
22:03 – Tax importance with cash flow
23:12 – The fourth quarter for retired clients
28:25 – Common concerns
Resources:
https://www.truewealthdesign.com/ep-68-my-journey-as-a-financial-planner/
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By Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
4.4
2525 ratings
Do you know what it costs to live your lifestyle? Many successful people don't. They haven't had to worry about money, live below their means, and save diligently.
Yet, when it comes to retirement planning, you need to know these costs. On one hand, you need to make sure you have enough and don't run out of money. On the other, you need these costs for proper investment and tax planning.
Hear Kevin and special guest Tyler Emrick, CFP, CFA discuss the importance of cash flow and several client stories where it made a huge impact. You'll hear different ways to measure lifestyle and how you can jump-start the planning process by taking a preapproval approach to retirement spending. And be sure to listen to the end where they'll discuss how to monitor your tax-smart distribution planning to be sure you stay on the good side of the retirement track.
Get additional financial information: https://www.truewealthdesign.com/ep-86-cash-flow-measuring-monitoring-the-heartbeat-of-your-financial-planning/
Today's rundown:
1:12 – Elf on the shelf
5:00 – Cash flow, measuring, and monitoring
11:52 – Kevin’s story about cash flow
15:02 – Tyler’s story about cash flow
20:44 – Cash flow like a mortgage pre-approval
22:03 – Tax importance with cash flow
23:12 – The fourth quarter for retired clients
28:25 – Common concerns
Resources:
https://www.truewealthdesign.com/ep-68-my-journey-as-a-financial-planner/
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