Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Why Most Financial Plans Fail (And How To Build A Better One)
Most people think a financial plan is a set of projections… a retirement number… or a long report that tells you whether you’re going to be okay.
In reality, many of those plans end up as 60–90 page documents that sit on a shelf and rarely get used.
But a real financial plan should do a lot more than that.
In this episode, we walk through what a financial plan should actually do, especially for pre-retirees and retirees making important decisions around retirement, taxes, income, and long term planning.
We cover:
What most financial plans focus on and where they fall short
How a real plan…
The skinny
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