Lessons from the Ultra-Wealthy: Smarter Planning for Real Life

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

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What do ultra-wealthy families prioritize when it comes to their money — and how is that relevant to your own retirement plan?

In this episode, Tyler Emrick, CFA®, CFP®, breaks down the top three concerns that shape how the wealthiest families plan — and why those same issues are just as important for families with $1–$5 million of wealth.

You’ll learn:

Why inflation, elections, and market volatility are changing how people think about risk
How to protect your wealth from threats beyond the stock market — including cybersecurity and inheritance missteps
And how to build a plan that supports not just your retirement — but the kind of legacy you want to leave

Whether you’re five years from retirement or already in it, this episode will help you think more clearly, act more confidently, and plan like it really matters.

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth

Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

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