The clock is ticking on the 2017 Tax Cuts, and big changes are looming. Hear Tyler Emrick, CFA®, CFP®, break down the complexities of the 2017 Tax Cuts and Jobs Act and its upcoming expiration in 2025 Continue reading
Tag Archives: Retirement
Is the Fear of Running Out of Money in Retirement Overblown?
Hear Tyler Emrick, CFA®, CFP®, discuss why non-retirees may be more fearful than needed, the role of Social Security, and how age-based spending patterns contribute to the relative success of sustaining a retirement lifestyle. Continue reading
Untangling The New Required Minimum Distribution (RMD) Rules
In July, the IRS issued its new Final Regulations regarding the SECURE Act’s provisions, which drastically impacted RMD rules. Hear Tyler Emrick, CFA®, CFP®, break down the key provisions that impact your retirement and estate planning. Continue reading
What Really Matters In Retirement? Six Lessons from One Retiree
In this episode, Tyler Emrick, CFA®, CFP®, reviews the rich insights from Fritz Gilbert’s top-ranking retirement blog, The Retirement Manifesto, and his “Six Lessons From Six Years of Retirement.” Continue reading
No Budget Needed
Hear Tyler Emrick, CFA®, CFP®, discuss why meticulous budgeting isn’t necessary for most approaching and into retirement. While it is important to measure your lifestyle spending, there are smarter and easier ways compared to budgeting. Continue reading