Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
The Early Years of Retirement: Navigating Healthcare, Finances, and Tax Strategies
On this episode, we dive into real-life scenarios to gain insight into crafting a successful and early retirement plan. Hear Tyler Emrick, CFA®, CFP®, dissect a client's journey of retiring in their late 50s. Exploring the intricacies of their tax-smart distribution plan to fund their retirement lifestyle and obtained significant tax credits to offset their pre-Medicare healthcare costs.
Here’s some of what we discuss in this episode:
Background on a real-life scenario with a family we met a few years ago.
What we learned about the challenges to their retirement, including healthcare.
The…
The skinny
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