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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.
 
CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
 
Communication Foundation for Asia, which is a non-stock, non-profit NGO dedicated to use of the media for total human development, has once again moved forward for another big challenge to disseminate its treasured gems through a modern medium today: a Podcast. CFA SANCTUNER’s mission is to harness the power of radio podcasting to propagate the good moral and Christian values for human social development.
 
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show series
 
2022 was a tough year for stock and bond market returns. How are retirees adapting to the falling market? What decisions are they making now to set themselves up for success in the future? Listen as Tyler Emrick, CFP, CFA, shares his clients' stories to uncover their questions and how they plan to navigate the challenges posed by the current market…
 
The much anticipated Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 recently passed Congress as part of the Consolidated Appropriations Act of 2023. While no single change made in this act will have the same level of effect on your retirement planning as some changes made in the original SECURE Act, passed in December 2019, …
 
Whether you are trying to understand better how Social Security works or looking to optimize your filing strategy, this episode is for you. Hear Tyler discuss some of the less talked about factors impacting your Social Security claiming strategy. Listen as he talks through his clients' most common questions and concerns. All to help you better unde…
 
Investment Exchange Forum – Japan and China economies in 2023 CFA Society Chicago member Rich Excell, CFA talks with Lyric Hughes Hale, Editor-in-Chief of EconVue and host of the Hale Report podcast, about the events in China and Japan, the collapse of cryptocurrency, and how all of this can shape the global economy in 2023 Connect with Rich on Lin…
 
Most Americans donate to charity yearly, and many have distinct goals in their retirement plan to meet annual charitable donations. Most also give cash … the tax-efficient way to give. Hear Kevin and Tyler discuss ways to tax-optimize your charitable giving. Whether through bunching your deductions or using donations of appreciated stock, each coup…
 
It's usually a life event -- retirement, Social Security age, business sale, death or inheritance -- that tends to drive people to seek financial advice. Those that tend to benefit the most from advice are those whose time is valuable and where the cost of a mistake is high (and potentially irrevocable.) Hear Kevin and Tyler talk about recent meeti…
 
It's that time of year again ... the fourth quarter. Before you get enthralled with the holiday season, it's time to look back over this year and towards the next. Does your lifestyle spending match the goals you have in your plan or do your goals need to be modified to reflect reality? Are your investments well aligned to meet your spending goals …
 
Are you looking for ways to accelerate your savings right before retirement? How do you determine whether to save Roth or Pretax? What type of retirement account should you be using? In short, how can you use the myriad tax-advantaged accounts to optimize your retirement savings and tax advantages? All these questions and more are answered as Tyler…
 
CFA Society Chicago member Rich Excell, CFA and Donald Schneider, the Deputy Head of US Policy at Piper Sandler, look at the upcoming US elections. What are the key issues that voters care about? What are the polls indicating? Importantly, what do we as investors need to know about what can change after the elections? Connect with Rich on LinkedIn …
 
CFA Society Chicago member Rich Excell, CFA and Reva Goujon, Director of Corporate Advisory at Rhodium Group, discuss the geopolitical environment, the Chinese economy, and the upcoming National Party Congress. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletter…
 
History shows that owning companies (buying stocks) provides far superior returns vs. lending to companies (buying bonds). While most know this, most would be surprised by how many stocks lose money over time. A JP Morgan report showed this number to be 40% over a broad period from 1980-2020. And 66% of stocks failed to keep up with a broad benchma…
 
CFA Society Chicago member Rich Excell, CFA and Fred Goodwin, a macro strategist at State Street and Mr. Risk, look through the various looming global threats to risk-taking around the world – what should investors worry about and what is fully priced in Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog post…
 
CFA Society Chicago member Rich Excell, CFA and Barry Knapp, the Founder and Managing Partner of Ironsides Macroeconomics, discuss the economic environment and Fed policy actions, and what this means for allocation to and performance of various asset classes through the end of this year and into next year. Connect with Rich on LinkedIn https://www.…
 
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