We welcome Kevin Kroskey, CFP®, MBA, back in action, joining Tyler Emrick, CFA, CFP®, on this potpourri-type episode. Continue reading
Real Estate, Taxes, & College Oh My!
Podcast
Changes To The Residential Real Estate Industry Will Be Good For You
In this episode, we unpack the $418 million proposed settlement that will likely reshape the real estate industry. Continue reading
How to Avoid A Surprise Bill at Tax Time
In this episode, Tyler Emrick, CFA®, CFP®, sheds light on traditional culprits that cause nasty surprises at tax time. Whether it is capital gain distributions, higher interest rates, or under-withholding on your income we cover it all on today’s episode of Retire Smarter. Continue reading
Smarter Ways To Financially Help Your Children & Grandchildren
Have you thought about helping your family financially? Saving for your grandchild’s education or gifting money to your adult child to buy their first home? So, what are smarter ways to save for or gift to your family without inhibiting responsible financial behavior? Continue reading
How Risky of An Investor Are You?
In this episode, Tyler Emrick, CFA®, CFP®, takes a deep dive into the world of risk. Is filling out a simple questionnaire sufficient? How about telling your advisor, “I’m moderately conservative?” Don’t these seem fuzzy at best? Continue reading
