Ep 30: Your Investing Process - Part 4

10/17/19 • 32 min

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

While your asset allocation recipe is the most important portfolio decision, we still want good ingredients. Listen to Kevin explain the broad differences in active and passive (indexed) ingredients, the evidence behind each, and some exceptions to where an indexing approach may not work as well.

Useful Info:

True Wealth Design Website: http://www.truewealthdesign.com/

Call: 855-TWD-PLAN or 855-893-7526

Useful Info:

True Wealth Design Website: http://www.truewealthdesign.com/

Call: 855-TWD-PLAN or 855-893-7526

Previous Episode

Ep 29: Your Investing Process - Part 3

Your asset allocation recipe is the most important portfolio decision, and there are a few different flavors of asset allocation. Listen to Kevin describe the differences and what the evidence shows works best.

Useful Info:

True Wealth Design Website: http://www.truewealthdesign.com/

Call: 855-TWD-PLAN or 855-893-7526

Next Episode

Ep 31: The Details In A Tax-Smart Retirement Distribution Plan

You made it to retirement and seem to have enough. Now how do you go about recreating your paycheck and distributing money from your savings and investments and to do so in a tax-smart way. How do you do it? Listen to Kevin describe the process True Wealth goes through to make sure these important distribution details are handled to help you stay on your retirement track and pay no more than your fair share in tax.

Useful Info:

True Wealth Design Website: http://www.truewealthdesign.com/

Call: 855-TWD-PLAN or 855-893-7526