
Listen as Tyler Emrick, CFP, CFA, shares his clients’ stories to uncover their questions and how they plan to navigate the challenges posed by the current market and economic landscape. Continue reading
Listen as Tyler Emrick, CFP, CFA, shares his clients’ stories to uncover their questions and how they plan to navigate the challenges posed by the current market and economic landscape. Continue reading
The much anticipated SECURE Act 2.0 recently passed Congress, and while no single change made in this act will have the same level of effect on your retirement planning as some changes made in the original SECURE Act, there are far more provisions in this act that may impact your planning. Continue reading
Whether you are trying to understand better how Social Security works or looking to optimize your filing strategy, this episode is for you. Continue reading
Hear Kevin and Tyler discuss ways to tax-optimize your charitable giving. Whether through bunching your deductions or using donations of appreciated stock, each coupled with a donor-advised fund can help you gain a bigger tax break and meet your charitable goals in the Retire Smarter way. Continue reading
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 opportunity to capitalize upon. Continue reading