Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Understanding Your Retirement Plan Results
27 minutes Posted Jul 28, 2022 at 9:00 am.
What we discuss with clients
How we display results in our dashboard
Safety margin
Hierarchy of expenses
No simulations are perfect
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27:35
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Show notes
Kudos! You went through a retirement planning process or completed an online calculator and have the results. Now, what the heck do they mean exactly? 
 
Hear Kevin peel back the onion on understanding your retirement plan results. What are Monte Carlo simulations? What assumptions belie them? What shortcomings does this type of analysis have? How can this powerful tool be thoughtfully used to help ensure you stay on track?
 
Key points on this episode: 
 
 
 
Learn more about our Retire Smarter Solution™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/
 
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