
Sign up to save your podcasts
Or


This episode explores the disconnect between retirement expectations and reality, referencing a recent Gallup report that shows most retirees live comfortably despite fears about running out of money.
Hear Tyler Emrick, CFA®, CFP®, discuss why non-retirees may be more fearful than needed, the role of Social Security, and how age-based spending patterns contribute to the relative success of sustaining a retirement lifestyle. And be sure to pay attention to how working with the right financial advisor can help you achieve financial independence earlier (data suggests up to three years earlier) by measuring and modeling your current spending and retirement goals more appropriately.
Here’s some of what we discuss in this episode:
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
http://bit.ly/calltruewealth
Check out the Social Security episode referenced in this show: https://www.truewealthdesign.com/social-security-timing-reframing-your-thinking-for-better-decision-making/
By Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®4.4
2626 ratings
This episode explores the disconnect between retirement expectations and reality, referencing a recent Gallup report that shows most retirees live comfortably despite fears about running out of money.
Hear Tyler Emrick, CFA®, CFP®, discuss why non-retirees may be more fearful than needed, the role of Social Security, and how age-based spending patterns contribute to the relative success of sustaining a retirement lifestyle. And be sure to pay attention to how working with the right financial advisor can help you achieve financial independence earlier (data suggests up to three years earlier) by measuring and modeling your current spending and retirement goals more appropriately.
Here’s some of what we discuss in this episode:
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
http://bit.ly/calltruewealth
Check out the Social Security episode referenced in this show: https://www.truewealthdesign.com/social-security-timing-reframing-your-thinking-for-better-decision-making/

453 Listeners

808 Listeners

1,313 Listeners

522 Listeners

753 Listeners

542 Listeners

671 Listeners

199 Listeners

584 Listeners

809 Listeners

192 Listeners

38 Listeners

866 Listeners

145 Listeners

102 Listeners