The Story of Dr. Smith

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

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2+ y ago 32:09

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Hear the story of Dr. Smith and how his retirement concerns are likely similar to many of your own. How do I select a good advisor? What to do with my employer retirement plans? How do I transition my healthcare? Hear all of this plus estate planning issues and Dr. Smith's reflections on his retirement transition in this jam-packed episode.

Key topics on this episode:

1:14 - Background on our conversation today

5:14 - How Dr. Smith found us

10:34 - Why Dr. Smith's meeting was different

11:51 - The earlier the better

12:43 - What was important to him

16:22 - Reactive vs proactive

18:11 - Two things that everyone cares about

21:56 - Starting the customization process

23:40 - Estate planning conversation

27:39 - How the relationship changes

29:27 - Where are we now with Dr. Smith?

Learn more about our Retire Smarter Solution™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/ Have a financial question? Contact us at https://www.truewealthdesign.com/contact/

162 episod

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