Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealthThis episode walks through what proactive financial planning actually looks like beyond investment management alone.Tyler Emrick, CFA, CFP® breaks down how ongoing advice should work for retirees and pre-retirees, including the structure of our Progress Meetings, Tax & Investment Review Meetings, and the ongoing planning conversations that happen throughout the year as life changes.We also discuss why coordinated planning matters so much as retirement decisions become more interconnected — from Roth conversions and tax planning to Medicare, Social Security, estate planning, spending goals, and retirement income strategies.In this episode:What proactive financial planning actually meansWhy preparation matters in advisor meetingsThe difference between investment management and true financial planningHow we help families navigate retirement transitions and major life decisionsRoth conversion mistakes and tax planning coordinationWhy written recommendations and ongoing advice matterHow taxes, investments, healthcare, and estate planning all work togetherAs retirement approaches, small financial decisions can have larger long-term consequences. The goal of proactive planning is helping families make informed decisions before those mistakes become expensive later.Have questions?Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals.http://bit.ly/calltruewealth