Your brain uses mental shortcuts to help solve problems. While shortcuts can be quite helpful in many aspects of daily life, in other areas shortcuts may harm your decision-making. Social Security claiming is often one of these negatively impacted areas. Continue reading
Tag Archives: Podcast
Effective Estate Planning: Tips to Make Sure The Process Goes Smoothly And Money Goes Where You Intend
Estate planning is about more than just wealth distribution—it’s about peace of mind. Continue reading
The Disappearing Act of Retiree Health Benefits – What Options Do You Have?
Employer-provided retiree health benefits are quickly becoming obsolete. KFF’s latest survey reveals a sharp decline in large employers offering these benefits, leaving individuals to seek other solutions. Hear Tyler Emrick, CFA®, CFP®, explore your options. Continue reading
Retirement “Magic Numbers” Make Little Sense
In this episode, Tyler Emrick, CFA®, CFP®, explores why targeting a “magic number” of retirement savings falls well short of good retirement planning. Continue reading
Real Estate, Taxes, & College Oh My!
We welcome Kevin Kroskey, CFP®, MBA, back in action, joining Tyler Emrick, CFA, CFP®, on this potpourri-type episode. Continue reading