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®
The Story of Dr. Smith
32 minutes Posted Aug 11, 2022 at 9:00 am.
Background on our conversation today
How Dr. Smith found us
Why Dr. Smith's meeting was different
The earlier the better
What was important to him
Reactive vs proactive
Two things that everyone cares about
Starting the customization process
Estate planning conversation
How the relationship changes
Where are we now with Dr. Smith?
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Show notes
Hear the story of Dr. Smith and how his retirement concerns are likely similar to many of your own. How do I select a good advisor? What to do with my employer retirement plans? How do I transition my healthcare? Hear all of this plus estate planning issues and Dr. Smith's reflections on his retirement transition in this jam-packed episode. 
 
Key topics on this episode:
 
 
Learn more about our Retire Smarter Solution™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/
 
Have a financial question? Contact us at https://www.truewealthdesign.com/contact/