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Kevin Kroskey
Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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Ratings & Reviews
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4.5 stars from 24 ratings
Timely topics
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“One of my favorite things about the podcast is how timely the topics are. I heard that there were changes to IRA distribution rules at the beginning of the year. Kevin and Tyler put out an episode confirming that belief. They do a very good job of simplifying information that is difficult to...”Read full review »
aekdb1867 via Apple Podcasts ·
United States of America ·
03/29/23
Insider View
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“I got to know Kevin as a colleague in the financial services industry. Who would I want my wife to seek out if I was no longer able to handle our affairs? It would be Kevin.
He is the best and the brightest. Always to the point and never distracted by the glossy latest products that the...”Read full review »
misterwlb via Apple Podcasts ·
United States of America ·
07/12/21
Simplicity is Sophisticated
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“Listening to Kevin describe deep but important financial planning ideas, it becomes obvious his background in physics and math serve him well. However, dear listener, you will be impressed by his ability to teach in a way that is easily understandable and very helpful to your long term financial...”Read full review »
David 1466 via Apple Podcasts ·
United States of America ·
03/20/21
Recent Episodes
Have a sizable brokerage account? Have unrealized capital gains? Pay income taxes at the highest rates? Want to pay your fair share but no more? If so, this is an episode not to miss.
In part 1 of this series, Kevin Kroskey, CFP®, MBA explored why adding the TALS strategy may yield significant...
Published 11/21/24
For successful investors and high-income earners, this is an episode not to miss...
Sure, you can own an S&P 500 ETF or mutual fund.
You could also own the 500 stocks individually, a strategy nowadays called direct indexing. Direct indexing aims to capitalize on individual stock volatility...
Published 11/08/24
Published 11/08/24
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