Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
5 Worst Money Moves to Avoid Before Retirement
As you get closer to retirement, it’s usually not one big mistake that throws things off — it’s a handful of smaller decisions that can quietly add up over time.
In this episode, Tyler Emrick, CFA, CFP®, walks through five of the most common money moves near retirees make and what to be thinking about instead as you transition into retirement.
We cover:
Why your investment strategy needs to change as you shift from saving to spending
How tax planning becomes more important once you’re no longer relying on a W-2
The impact of Social Security timing decisions, especially for married couples
The…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.