Ep 123: Social Security’s Uncertain Future & Impacts On Your Retirement

We’ve all heard about Social Security’s funding troubles. Is this why some decide to start benefits early? If Social Security were reduced, can it make sense to defer claiming? Hear Tyler Emrick discuss these topics as well as other recent proposals from Congress and academics that may impact the system. Continue reading

Ep 122: Widowed in Retirement – How to Plan for the Financial Changes

Losing a spouse is difficult. Losing a spouse that handles your household finances is devastating. Hear Tyler Emrick, CFA®, CFP®, discuss what you need to know to ensure your household is in good financial shape after you pass and how True Wealth Design helps families when they need it the most – after a loss of a loved one. Continue reading

Ep 119: Top 5 To-Do’s Before You Retire

Getting to the point where you finally decide to retire is one thing, but trying to ride off into the sunset can be an exceptionally tall task. Hear Tyler Emrick, CFA®, CFP®, talk through his five must-do items to help you feel confident about cutting the paycheck cord.     Continue reading

Ep 118: How Much Is the Right Amount Of Cash?

Coming off a year with unprecedented interest rate hikes, everywhere you turn there is an advertisement for yields on CDs or other types of savings accounts. Clients are asking whether they should consider using these products, and if so, to what extent.  Continue reading