HeyJaredRetire 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.
- Indexed episodes, last 90 days
- 11
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- Sep 17, 2026
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- Jul 9, 2026
Latest episodes
Your First Year of Retirement: What You Need to Get Right (opens the original)
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You've spent decades preparing for retirement. But what happens once you're actually retired? The first year of retirement is a major transition. Your paycheck disappears, healthcare works differently, your income may come from several different places, and your daily routine can change almost overnight. In this episode, Tyler Emrick, CFA®, CFP®, walks through some of the most important financial and lifestyle decisions new retirees face during their first year of retirement. In this episode, Ty
Retiring in 2027? Don't Pick Your Retirement Date Until You Check These 7 Things (opens the original)
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Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Thinking about retiring in 2027? Before you pick your last day of work, there are several financial planning opportunities worth considering. Your exact retirement date can affect more than just your final paycheck. Bonuses, pension benefits, employer retirement contributions, health insurance, Medicare, taxes, Social Security, and even Roth conversion opportunities can all be influenced by
Think You're Maxing Out Your 401(k)? The 2026 Rules Just Got More Complicated (opens the original)
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Think you're on track to max out your 401(k) this year? The answer may be more complicated than you think. New rules took effect in 2026, requiring certain higher-income workers to make their catch-up contributions as Roth contributions. But employers and retirement plan providers aren't all handling the process exactly the same way. In this episode, Tyler Emrick, CFA®, CFP®, explains what changed and why this is a good year to take a closer look at your employer retirement plan before year-end.
You Just Inherited Money. Now What? (opens the original)
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You just received an inheritance. Now what? Before you sell investments, take distributions, pay off debt, or make a major purchase, it's important to understand exactly what you've inherited and the tax rules that come with it. In this episode, Tyler Emrick, CFA®, CFP®, walks through the biggest financial decisions that can come with an inheritance and explains why some seemingly simple moves can create unintended tax consequences. In this episode, Tyler covers: What to do first after receiving
Do You Need a Trust? Estate Planning 101 for Retirees (opens the original)
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Do you need a trust, or is a will enough? And even if your estate documents are complete, are your accounts and beneficiary designations actually set up to follow your wishes? In this episode, Tyler Emrick, CFA®, CFP®, breaks down the estate planning basics retirees should understand. From beneficiary designations and transfer-on-death instructions to wills, revocable trusts, irrevocable trusts, and powers of attorney, Tyler explains how the pieces of an estate plan work together. In this episod
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