Amanda was the former head of brand for The Knot – the global leader in weddings. Previously, Goetz served as a startup founder building availability software for the wedding industry after spending years analyzing companies for Ernst & Young’s Entrepreneur Of The Year program. She also worked for celebrity wedding planner David Tutera as Head of Marketing developing the go-to market strategy for his brands, licensing deals and client partners. She has built an audience of over 150,000 in the startup and business community, learning to live a life of ambition and success without subscribing to today’s hustle culture. She launched a newsletter called 🧩 Life’s a Game with Amanda Goetz to help high performers learn actionable tips for living a life of intention. ABOUT MIGHTY NETWORKS Mighty Networks is the ONLY community platform that introduces your members to each other—for extraordinary engagement, longer retention, and word-of-mouth growth. You can run memberships, courses, challenges, and events on a Mighty Network—all under your own brand on mobile and web.…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
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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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
The Case for Patience: Why Waiting for Social Security Pays Off
31:43
31:43
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31:43
In this episode, Tyler Emrick, CFA®, CFP®, explores the key financial and psychological factors driving early Social Security claims. Discover how a well-optimized strategy could boost your lifetime spending by more than 10%. Your Social Security decision isn’t just about dollars and cents—it’s a critical piece of your retirement puzzle. Join us to…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
Part 3: The Long and Short on Tax-Aware, Long-Short (TALS) Investing
37:43
37:43
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Remember in 2022 when both stocks and bonds fell in lockstep? Did you think diversification failed? Want to build a more diversified, resilient portfolio to better grow and protect your hard-earned dollars? Hear Kevin Kroskey, CFP®, MBA discuss how the TALS strategy adds unique sources of returns to your portfolio outside of traditional stocks and …
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
Part 2: The Long and Short on Tax-Aware, Long-Short (TALS) Investing
48:43
48:43
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48:43
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 investing and tax benefits. He described how TALS can h…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
Part 1: The Long and Short on Tax-Aware, Long-Short (TALS) Investing
45:24
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45:24
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 and add tax benefits by harvesting losses. Or you may choos…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
S&P 500 or Die? A Case For Diversification
30:08
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30:08
Is diversification dead? Over the last decade, putting all your eggs in the S&P 500 basket has outperformed diversified strategies. In this episode, hear Tyler Emrick, CFA®, CFP®, explore why the U.S. market has been on an unprecedented run, why the global market portfolio hasn't kept up, and whether diversification is really the best move for long…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
Upcoming Tax Changes and How You Should Plan for Them
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34:29
The clock is ticking on the 2017 Tax Cuts, and big changes are looming. In this episode, Tyler Emrick, CFA®, CFP®, breaks down the complexities of the 2017 Tax Cuts and Jobs Act and its upcoming expiration in 2025. We dive into the original intent behind these cuts, what changes were made, and the impact on your bottom line. Learn how the expiratio…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
Is the Fear of Running Out of Money in Retirement Overblown?
28:12
28:12
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28:12
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 patt…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
Untangling The New Required Minimum Distribution (RMD) Rules
28:48
28:48
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28:48
Over the last few years, significant changes have been made to how retirement accounts are managed after death, especially with new RMD rules. In July, the IRS issued its new Final Regulations regarding the SECURE Act’s provisions. In this episode, hear Tyler Emrick, CFA®, CFP®, break down the key provisions, including the 10-Year Rule for benefici…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
What Really Matters In Retirement? Six Lessons from One Retiree
28:45
28:45
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In this episode, Tyler Emrick, CFA®, CFP®, reviews the rich insights from Fritz Gilbert's blog post, "Six Lessons From Six Years of Retirement." Exploring the complexities of retirement that go beyond financial concerns, highlighting how true fulfillment often lies in navigating the non-financial aspects of this life stage. Join us as we unravel th…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
Buffered ETFs: Market Downside Protection? Are They Right for You?
35:09
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35:09
There is no such thing as a free lunch – or is there? Discover the world of buffered ETFs, a fast-growing segment in financial markets designed to offer investors defined outcomes with built-in downside protection. In this episode, hear Tyler Emrick, CFA®, CFP®, dive into the mechanics, benefits, and potential drawbacks of these complex financial i…
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In this episode, hear Tyler Emrick, CFA®, CFP®, discuss why meticulous budgeting isn’t necessary for most people approaching retirement. Discover how understanding your lifestyle spending and anticipating future changes can lead to more effective financial planning. Learn about the "Retirement Spending Smile" concept and why focusing on your lifest…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
How To Navigate Markets In An Election Year
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29:39
It's almost Election Day in the US, and opinions are flying. But should elections sway your long-term investment strategy? Find out in this episode as Tyler Emrick, CFA®, CFP®, cuts through the political noise exploring historical market performance in past election years and Presidential terms. Sharing how you can use this data to set your emotion…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
Social Security Timing: Reframing Your Thinking For Better Decision-Making
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30:05
Our brain uses mental shortcuts to help us solve problems. While they can be quite helpful, in some areas they may harm our decision-making. Social Security claiming is often one of these negatively impacted areas. In this episode, hear Tyler Emrick, CFA®, CFP®, discuss the mental shortcuts (aka cognitive biases) at play when deciding to take your …
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
Effective Estate Planning: Tips to Make Sure The Process Goes Smoothly And Money Goes Where You Intend
28:37
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28:37
Estate planning is about more than just wealth distribution—it’s about peace of mind. In this episode, Hear Tyler Emrick, CFA®, CFP®, cover the fundamentals to start or update your estate planning journey. We’ll discuss how your financial advisor is best to guide the process while your attorney ensures legal alignment. Working together makes the jo…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
The Disappearing Act of Retiree Health Benefits – What Options Do You Have?
39:12
39:12
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39:12
Employer-provided retiree health benefits are quickly becoming obsolete. KFF’s latest survey reveals a sharp decline in large employers offering these benefits, leaving individuals to seek other solutions. Hear Tyler Emrick, CFA®, CFP®, explore your options. Whether you are worried about age 65—either retiring before or after—or have a business, we…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
Retirement "Magic Numbers" Make Little Sense
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In this episode, Tyler Emrick, CFA®, CFP®, explores why targeting a "magic number" of retirement savings falls well short of good retirement planning. Yet, why do people often focus on this? Is it because this survey data is regularly done and widely in the media – with the magic number now at a record high of $1.46 million – or something more? Her…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
Real Estate, Taxes, & College Oh My!
59:11
59:11
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59:11
We welcome Kevin Kroskey, CFP®, MBA, back in action, joining Tyler Emrick, CFA, CFP®, on this potpourri-type episode. Hear Kevin's perspective on the last episode, coming changes in the residential real estate market, and why they will be good for consumers. He'll also share some lessons learned from this tax season and differences between tax-only…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
Historic Changes To The Residential Real Estate Industry Will Be Good For You (And Are Similar To Changes Occur-ring In Financial Advice)
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30:32
Gone are the days of 6% commissions when selling a home!? Well, sort of. In this episode, we unpack the $418 million proposed settlement that will likely reshape the real estate industry. While change creates winners and losers, consumers will generally be winners as the industry wheat will further separate from the chaff. Hear Tyler Emrick, CFA®, …
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
How to Avoid A Surprise Bill at Tax Time
29:28
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When it comes to finances, paying a big bill at tax time is the worst. Worse yet, is if that bill comes as a surprise because your CPA, Investment Professional, and Financial Planner were not on the same page. In this episode, Tyler Emrick, CFA®, CFP®, sheds light on traditional culprits that cause nasty surprises at tax time. Whether it is capital…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
Smarter Ways To Financially Help Your Children & Grandchildren
32:24
32:24
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32:24
So, what are smarter ways to save or gift to your family? In this episode listen to Tyler Emrick, CFA®, CFP® discuss how to gift wisely, be supportive of and not inhibit responsible financial behaviors, utilize intra-family loans, and optimize benefits for your family today and into the future. Here’s some of what we discuss in this episode: What t…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
How Risky of An Investor Are You?
36:49
36:49
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In this episode, Tyler Emrick, CFA®, CFP®, takes a deep dive into the world of risk. Is filling out a simple questionnaire sufficient? How about telling your advisor, "I'm moderately conservative?" Don't these seem fuzzy at best? Hear how your perceived risk and diversification may differ – sometimes substantially – from mathematical reality. And b…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
What Do Clients Value Most in A Financial Advisor?
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In this episode, we investigate the pivotal points that clients continually express genuinely matter when seeking financial guidance. Hear Tyler Emrick, CFA®, CFP®, explore the deeper aspects of working with a Financial Advisor and how they hold significance when choosing and continuing to work with a financial professional. Here’s some of what we …
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
How to Plan for RMDs (Required Minimum Distributions)
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28:32
In this podcast, hear Tyler Emrick, CFA®, CFP®, delve into the often misunderstood world of Required Minimum Distributions (RMDs). Join us as we uncover the essential strategies and tips to help you navigate RMDs and make informed decisions for a secure and fulfilling retirement. Whether you’re new to RMDs or seeking to optimize your distribution s…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
New Year’s Resolutions – Better Yet Goals for Financial Success In 2024
28:21
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Each year, about two-thirds of Americans plan on making a financial-related New Year’s resolution for the year ahead, with just over 80% of them bailing on that resolution before January ends. Don’t bail on your financial resolution! Join us on this episode of Retire Smarter as Tyler Emrick, CFA®, CFP®, gives easy and actionable suggestions for wha…
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
1
When Taking Social Security Early Makes Sense
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Join us on this eye-opening episode of Retire Smarter as Tyler Emrick, CFA®, CFP® delves into the intriguing world of Social Security benefits. While delaying your benefit is often the obvious choice, we challenge conventional wisdom and explore scenarios where taking Social Security early can actually be a smart financial move. Here’s some of what…
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