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Innhold levert av Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Is the Fear of Running Out of Money in Retirement Overblown?

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Manage episode 442057562 series 3404044
Innhold levert av Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

This episode explores the disconnect between retirement expectations and reality, referencing a recent Gallup report that shows most retirees live comfortably despite fears about running out of money.

Hear Tyler Emrick, CFA®, CFP®, discuss why non-retirees may be more fearful than needed, the role of Social Security, and how age-based spending patterns contribute to the relative success of sustaining a retirement lifestyle. And be sure to pay attention to how working with the right financial advisor can help you achieve financial independence earlier (data suggests up to three years earlier) by measuring and modeling your current spending and retirement goals more appropriately.

Here’s some of what we discuss in this episode:

  • Why is there a disconnect between retirement expectations and more positive outcomes?
  • More people depend on Social Security for their retirement income than they expected to.
  • The disconnect in spending when people get into retirement.
  • A good advisor can help clients gain confidence and overcome their healthy sense of doubt.

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth

Check out the Social Security episode referenced in this show: https://www.truewealthdesign.com/social-security-timing-reframing-your-thinking-for-better-decision-making/

  continue reading

163 episoder

Artwork
iconDel
 
Manage episode 442057562 series 3404044
Innhold levert av Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

This episode explores the disconnect between retirement expectations and reality, referencing a recent Gallup report that shows most retirees live comfortably despite fears about running out of money.

Hear Tyler Emrick, CFA®, CFP®, discuss why non-retirees may be more fearful than needed, the role of Social Security, and how age-based spending patterns contribute to the relative success of sustaining a retirement lifestyle. And be sure to pay attention to how working with the right financial advisor can help you achieve financial independence earlier (data suggests up to three years earlier) by measuring and modeling your current spending and retirement goals more appropriately.

Here’s some of what we discuss in this episode:

  • Why is there a disconnect between retirement expectations and more positive outcomes?
  • More people depend on Social Security for their retirement income than they expected to.
  • The disconnect in spending when people get into retirement.
  • A good advisor can help clients gain confidence and overcome their healthy sense of doubt.

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth

Check out the Social Security episode referenced in this show: https://www.truewealthdesign.com/social-security-timing-reframing-your-thinking-for-better-decision-making/

  continue reading

163 episoder

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