Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Is Your Financial Plan Doing Its Job? (3 Things to Check)
Most financial plans get built once, put in a drawer, and rarely used again. But real financial planning should actively help guide decisions throughout retirement. In this episode, Tyler Emrick, CFA, CFP® walks through three practical ways your financial plan should actually be helping you right now: investment decisions, spending decisions, and income & distribution planning. We discuss:
How to understand your true household allocation and risk exposure
Why many retirees naturally drift into an “all cash, all stocks” portfolio
Asset location and using different accounts efficiently
Required…
The skinny
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