Your Wealth, Your Retirement – How Can You Do It Better?

In this episode, hear Tyler Emrick, CFA®, CFP®, talk through what it means to be wealthy and how your own perception of personal wealth can be a powerful force that leads you astray or opens your eyes to better outcomes and, ultimately, a happier retirement. Continue reading

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

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

Faulty Retirement Assumptions

A solid retirement plan starts with making reasonable assumptions on myriad items — your retirement lifestyle and its associated spending and what you can reasonably expect from your investments to just name a few. Poor assumptions will get you off on the wrong foot and may force you to make severe and undesirable lifestyle reductions to get back on track. Continue reading

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