On this episode, hear Tyler Emrick, CFA®, CFP®, dive into these questions and, more broadly, how you should think about asset allocation — aka your “investment recipe”. Pay special attention to how aligning your financial life planning and your goals to your investment decisions is a critical step many misunderstand or overlook. Continue reading
Recently, famous radio show host and personal finance guru Dave Ramsey made headlines by saying he’s perfectly comfortable with an 8% withdrawal rate in retirement. Critics were quick to respond, calling his advice scary, dangerous, and just plain wrong. So, who’s right? Continue reading
Hear Tyler Emrick, CFA®, CFP®, dissect a client’s journey of retiring in their late 50s. Exploring the intricacies of their tax-smart distribution plan to fund their retirement lifestyle and obtained significant tax credits to offset their pre-Medicare healthcare costs. Continue reading
The emotions and questions seem to come from everywhere and out of nowhere as you inevitability approach retirement. Even the most prepared will ask, second guess, and then ask again: Do I have enough to retire? How do I ensure it lasts? Continue reading
A solid retirement plan starts with making reasonable assumptions on myriad items — your retirement lifestyle and its associated spending and what you can reasonably expect from your investments to just name a few. Poor assumptions will get you off on the wrong foot and may force you to make severe and undesirable lifestyle reductions to get back on track. Continue reading
event name
Retirement Planning Now
event date
Tuesday October 8 & 15
event session
6:30PM to 9PM
where
Youngstown State University Kilcawley Center
address
1 University Plaza, Youngstown, Ohio 44555
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
event name
Retirement Planning Now
event date
Thursday October 3 & 10
event session
6:30PM to 9PM
where
Youngstown State University Kilcawley Center
address
1 University Plaza, Youngstown, Ohio 44555
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
event name
Retirement Rules Gone Awry
event date
July 17th
event session
6:30PM to 8PM
where
Akron Double Tree Hotel
address
3150 W Market St, Akron,
OH 44333
tuition
COMPLIMENTARY
instructor
Tyler Emrick
event name
Retirement Rules Gone Awry
event date
August 20th
event session
6:30PM to 8PM
where
Brecksville Community Center
address
1 Community Dr, Brecksville,
OH 44141
tuition
COMPLIMENTARY
instructor
Marissa Beyer
event name
Women & Retirement Wealth
event date
August 21st
event session
6:30PM to 8PM
where
Hudson Library
address
96 Library St, Hudson,
OH 44236
tuition
COMPLIMENTARY
instructor
Tyler Emrick
event name
Women & Retirement Wealth
event date
July 16th
event session
6:30PM to 8PM
where
Brecksville Community Center
address
1 Community Dr, Brecksville,
OH 44141
tuition
COMPLIMENTARY
instructor
Marissa Beyer
event name
Retirement Rules Gone Awry
event date
July 16th
event session
6:30PM to 8PM
where
Hudson Library
address
96 Library St, Hudson,
OH 44236
tuition
COMPLIMENTARY
instructor
Tyler Emrick
event name
Women & Retirement Wealth
event date
August 20th
event session
6:30PM to 8PM
where
Akron Double Tree Hotel
address
3150 W Market St, Akron,
OH 44333
tuition
COMPLIMENTARY
instructor
Tyler Emrick
event name
Retirement Rules Gone Awry
event date
August 21th
event session
7:30PM to 8PM
where
Breckville Community Center
address
1 Community Dr, Brecksville,
OH 44141
tuition
COMPLIMENTARY
instructor
Marissa Beyer
event name
Retirement Planning Now
event date
Thursday Sept 12 & 19
event session
6:30PM to 9PM
where
Walsh University Barrette Business Center
address
2020 East Maple Street, North Canton, Ohio 44720
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
event name
Retirement Planning Now
event date
Saturday Sept 21 & 28
event session
9:30AM to 12PM
where
Walsh University Barrette Business Center
address
2020 East Maple Street, North Canton, Ohio 44720
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
event name
Retirement Planning Now
event date
Tuesday Sept 17 & 24
event session
6:30PM to 9PM
where
University of Akron Student Union
address
303 Carroll Street, Akron, Ohio 44325
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
event name
Retirement Planning Now
event date
Wednesday Sept 25 & Oct 2
event session
6:30PM to 9PM
where
University of Akron Student Union
address
303 Carroll Street, Akron, Ohio 44325
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
