Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
One Year from Retirement: A Critical Window for Planning and Perspective
When you're 12 months away from retirement, everything starts to feel real. From hard deadlines like pension elections and Medicare sign-ups to emotional shifts around identity and purpose, this final year before retirement can feel like a perfect storm. In this episode, Tyler Emrick, CFA®, CFP®, explores the unique challenges clients face in this transition — and how the financial planning process needs to evolve accordingly. You'll hear how True Wealth Design helps clients navigate not just the dollars and cents, but also their lifestyle risk, time horizons, and the often-overlooked…
The skinny
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