Retire Smarter

By Kevin Kroskey

Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® Of True Wealth Design.

  1. 1.
    Ep 80: Should I Sell a Stock With a Large Taxable Gain?
    35:49
  2. 2.
    Ep 79: Aligning Your Investments With Your Values
    25:59
  3. 3.
    Ep 78: Unexpected Benefits Married Couples Get From A Financial Advisor
    23:54
  4. 4.
    Ep 77: How Risky of an Investor Are You? (And How Do You Really Know?)
    33:19
  5. 5.
    Ep 76: Your Hierarchy of Retirement Needs
    36:06
  6. 6.
    Ep 75: 10-Year Return Expectations
    37:48
  7. 7.
    Ep 74: Modeling Real Estate & Business Values In Your Retirement Plan
    26:52
  8. 8.
    Ep 73: What Age Should You Get Serious About Planning For Retirement?
    23:59
  1. 9.
    Ep 72: How Your Retirement Spending Is Likely To Change With Age
    28:16
  2. 10.
    Ep 71: Inflation Expectations & Implications On Your Investments & Retirement
    31:22
  3. 11.
    Ep 70: Free Money? More Stimulus Checks & Larger Healthcare Tax Credits
    36:03
  4. 12.
    Ep 69: Interview Questions To Ask A Financial Advisor
    55:05
  5. 13.
    Ep 68: My Journey As A Financial Planner
    39:23
  6. 14.
    Ep 67: Beyond Diversification: Terminal Wealth Dispersion
    27:21
  7. 15.
    Ep 66: Proper Investment Expectations & Standard Deviation
    23:48
  8. 16.
    Ep 65: Should You Continue To Hold An Underperforming Investment?
    24:23
  9. 17.
    Ep 64: Investment Lessons To Learn From 2020
    29:04
  10. 18.
    Ep 63: 3 Ways To Tax-Optimize Your Charitable Giving
    34:38
  11. 19.
    Ep 62: Pension Lump Sums: 2021 May Be The Best Year Ever
    28:50
  12. 20.
    Ep 61: The True Wealth Team Is Growing - Welcoming Ron Wyatt
    29:23
  13. 21.
    Ep 60: Why The Cheapest Investment Option May Not Be The Best
    35:27
  14. 22.
    Ep 59: Retiree Health Insurance Part 2: Pre-Medicare
    42:33
  15. 23.
    Ep 58: Retiree Health Insurance Part 1: Medicare
    44:10
  16. 24.
    Ep 57: A Tale of Two Decades
    32:58
  17. 25.
    Ep 56: Should The Election Influence Your Investing Strategy?
    36:08
  18. 26.
    Ep 55: Roth Conversion: Why 2020 Could Be The Best Year
    34:01
  19. 27.
    Ep 54: Should You Delay Retiring?
    28:25
  20. 28.
    Ep 53: Investing Vs. Speculating Part 2
    35:55
  21. 29.
    Ep 52: Investing Vs. Speculating Part 1
    29:32
  22. 30.
    Ep 51: Case Study: Retiring Before Age 60 & Before You Ever Thought You Would
    33:50
  23. 31.
    Ep 50: What To Do When Your Spending Goals Change After You Retire
    27:56
  24. 32.
    Ep 49: Potential Inheritance: Include In Your Retirement Plan Or Not?
    47:43
  25. 33.
    Ep 48: Why Big Tech Stocks Must Underperform
    37:18
  26. 34.
    Ep 47: Risks & Uncertainties in Pandemics & Retirement Planning
    43:14
  27. 35.
    Ep 46: Rebalancing Your Portfolio: Why, How & Complexities to Overcome
    32:07
  28. 36.
    Ep 45: Retire Smarter Solution™
    18:29
  29. 37.
    Ep 44: Am I Going To Be Okay? Looking Back On A Client's Retirement Plan Execution In Light Of The Coronavirus
    32:12
  30. 38.
    Ep 43: Financial Planning To-do's During Market Declines
    32:55
  31. 39.
    Ep 42: This Is Not 2008
    40:20
  32. 40.
    Ep 41: Coronavirus & Your Investment Strategy Part 2
    35:13
  33. 41.
    Ep 40: Coronavirus & Your Investment Strategy Part 1
    31:45
  34. 42.
    Ep 39: IRA Owners: 3 Key Changes By The SECURE Act
    47:07
  35. 43.
    Ep 38: Pension Lump Sum or Monthly Payment?
    33:14
  36. 44.
    Ep 37: The Story of Sue
    21:36
  37. 45.
    Ep 36: Snowbirds: Documenting Ohio Nonresidency
    32:36
  38. 46.
    Ep 35: Snowbirds: 4 Financial Tips
    36:46
  39. 47.
    Ep 34: Case Study: Tax-Smart Distribution Planning
    43:59
  40. 48.
    Ep 33: Tax-Planning Framework
    38:51
  41. 49.
    Ep 32: Top 10 Best Retirement Cities
    34:32
  42. 50.
    Ep 31: The Details In A Tax-Smart Retirement Distribution Plan
    33:10

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