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

Your Wealth, Your Retirement – How Can You Do It Better?


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In this episode, hear Tyler Emrick, CFA®, CFP®, talk through what it means to be wealthy and how your own perception of personal wealth can be a powerful force that leads you astray or opens your eyes to better outcomes and, ultimately, a happier retirement.  

 

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.

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Here are some of the assumptions we will discuss in this episode:

  • What does it mean to be wealthy? (2:06)
  • Your perception of wealth impacts your financial planning and your habits.   (8:37)
  • A comment that really stuck with Tyler recently. (12:53)
  • How should you manage your wealth in retirement?  (17:49)
  • Thinking about how spending will impact your life. (19:54)
  • Think in times and not years. (25:05)
  • Be deliberate about your decisions and your approach to wealth management. (30:16)
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    Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®By Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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