Ep 33: Tax-Planning Framework
It’s common to see articles or to-do lists for year-end tax planning. But these often lack substance and fail to answer why a strategy may or may not make sense for you. Listen to Kevin describe a simplified framework to understand your tax situation and then how to thoughtfully consider what tax-smart strategies make sense for you. Continue reading
My Journey as a Financial Advisor Part 1: The Fishbowl Financial Planner
My name is Tyler Emrick, CFP®. I am writing a story about my journey since 2007 as a financial advisor. I didn’t know what I didn’t know in the beginning and am still learning today. But today I know a … Continue reading
Ep 32: Top 10 Best Retirement Cities
We want it all in life and for our retirement. We want the city where we live to have it too — affordability, a plethora of activities, fantastic quality of life, and great healthcare. Learn the 10 best cities as ranked by Wallethub and what makes them great. Some may even surprise you. Tune in and start envisioning where you want to be in retirement and plan for how to get there. Continue reading
Update Your Estate Plan As Life Changes
Estate planning can be complicated and easy to put off. Even when done, many often think things are done forever. Yet, things change. Here are some items to consider in light of life’s changes. People Change You name an executor … Continue reading
Ep 31: Details In A Tax-Smart Retirement Distribution Plan
You made it to retirement and seem to have enough. Now how do you go about recreating your paycheck and distributing money from your savings and investments and to do so in a tax-smart way. How do you do it? Listen to Kevin describe the process True Wealth goes through to make sure these important distribution details are handled to help you stay on your retirement track and pay no more than your fair share in tax. Continue reading
Ep 30: Your Investing Process – Part 4
While your asset allocation recipe is the most important portfolio decision, we still want good ingredients. Listen to Kevin explain the broad differences in active and passive (indexed) ingredients, the evidence behind each, and some exceptions to where an indexing approach may not work as well. Continue reading
Stock Markets & Presidential Impeachments
As the impeachment process gets underway in the House of Representatives, President Trump has tweeted that the U.S. stock market will experience a severe decline if the process continues. Is he right? While no working crystal ball exists, let’s look … Continue reading
Ep 29: Your Investing Process – Part 3
Your asset allocation recipe is the most important portfolio decision, and there are a few different flavors of asset allocation. Listen to Kevin describe the differences and what the evidence shows works best. Continue reading
How Safe Is Your Safe Deposit Box?
When people want to protect important papers or valuables like rare coins, stamps or precious jewelry, they understand that it’s generally not wise to keep them laying around the house. Much better—so goes the conventional wisdom—to put those items in … Continue reading
Ep 28: Your Investing Process – Part 2
Now that you understand the basic building blocks of an investing process, listen to Kevin explain what key factors investing science has shown to drive stock and bond returns over time and which to favor to build a better portfolio. Kevin also explains a recent phenomenon in stock prices that is reminiscent of the late 1990s Tech Bubble as it relates to one of the key factors that drive stock returns. Continue reading
