Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
The Story of Dr. Smith
Hear the story of Dr. Smith and how his retirement concerns are likely similar to many of your own. How do I select a good advisor? What to do with my employer retirement plans? How do I transition my healthcare? Hear all of this plus estate planning issues and Dr. Smith's reflections on his retirement transition in this jam-packed episode.
Key topics on this episode:
1:14 - Background on our conversation today
5:14 - How Dr. Smith found us
10:34 - Why Dr. Smith's meeting was different
11:51 - The earlier the better
12:43 - What was important to him
16:22 - Reactive vs proactive
18:11 - Two…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.