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 Biggest Investment Mistakes Aren’t What You Think
19 minutes Posted May 28, 2026 at 9:00 am.
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Show notes
Investment management is often framed around picking stocks, predicting markets, and finding outperforming investments. But many of the decisions that have the biggest long-term impact on investor outcomes come from diversification, tax strategy, portfolio construction, and how investments are implemented over time.
 
In this episode, Tyler Emrick, CFA®, CFP®, discusses the often-overlooked side of investing and why portfolio management involves much more than simply picking investments.
 
Topics covered include:
Why diversification still matters despite years of U.S. market dominance
Emerging markets outperformance and the importance of global exposure
How ETFs and asset location can improve after-tax returns
Asset location strategies across taxable and retirement accounts
Public REIT dislocations and investment vehicle structure considerations
Managing concentrated stock positions more tax efficiently
Donor-advised funds, QCDs, and gifting appreciated securities
Tax-aware long/short strategies and multi-year planning
The “architecture before allocation” philosophy at True Wealth Design
Tyler also explains how coordinated planning across investments, taxes, retirement income, estate strategy, and charitable giving can help improve long-term outcomes.
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
 
Our website:  https://www.truewealthdesign.com/ 
Phone: 855.TWD.PLAN
Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/ 
Schedule your no-cost discovery call: http://bit.ly/calltruewealth 
 
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Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1