Ep 65: When To Sell An Underperforming Investment

Inevitably you will have some investments perform better than others in your portfolio. A normal, human response is to seek pleasure and avoid pain or sell the underperformer and buy what has done well. But does that make investing sense? Continue reading

Ep 64: Investment Lessons To Learn From 2020

What a year 2020 was. Pandemic. Contested elections. Civil unrest. Rollercoaster investment markets.

As Churchill wrote, “Those that fail to learn from history are doomed to repeat it.” Listen to Kevin discuss investment lessons you can learn from 2020 to be a smarter investor and keep your retirement on track for years to come. Continue reading

Ep 63: 3 Ways To Tax-Optimize Your Charitable Giving

Hear Kevin discuss three ways to tax-optimize your charitable giving. Whether through in-kind transfers of appreciated stock, using a donor-advised fund, or via Qualified Charitable Distributions, each can help you gain a bigger tax break and meet your charitable goals in the Retire Smarter way. Continue reading

Ep 62: Pension Lump Sums: 2021 May Be The Best Year Ever

Pension lump sums will be much higher in 2021 than 2020. Listen to Kevin discuss timing considerations on how to optimize your pension benefits by understanding the key variables that determine your lump sum.

Company pension plans specifically discussed include Akron Children’s Hospital, Bridgestone, FirstEnergy, Goodyear, Mercy Health, and Rockwell Automation. Continue reading

Ep 61: Welcoming Ron Wyatt, CFP® as a New Partner

We’re excited to make a big announcement on this episode of Retire Smarter. Kevin is joined by True Wealth Design’s newest partner, Ron Wyatt, who brings more than 25 years of financial planning experience to the firm. A lot of existing listeners will be hearing from Ron for the first time, so we’ll spend some time getting to know his background and professional journey. And new listeners will also get to learn more about Kevin’s experiences. Continue reading