Overcoming Financial Missteps & Inaction to Get the Help You Need

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® · Nov 22, 2022 · 33m

It's usually a life event -- retirement, Social Security age, business sale, death or inheritance -- that tends to drive people to seek financial advice. Those that tend to benefit the most from advice are those whose time is valuable and where the cost of a mistake is high (and potentially irrevocable.) Hear Kevin and Tyler talk about recent meetings they've had with people seeking help. Learn why the problem that brought them in often isn't the real problem. Rather, it's the "unknown unknowns" or the "things they think they know but just ain't so" that are more so the problem to avoid or…