Warren Buffett’s Final Chapter: Purposeful Wealth and Practical Planning

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

Warren Buffett announced his retirement as CEO of Berkshire Hathaway at the company’s 2025 annual meeting — marking the end of one of the most legendary investing careers in history. But his lessons aren’t just for billionaires or portfolio managers. They’re surprisingly relevant for anyone approaching retirement or looking to live more intentionally with their wealth. In this episode, Tyler Emrick, CFA®, CFP®, explores the timeless wisdom behind Buffett’s philosophy—from staying invested through downturns to making confident decisions when fear is high. We also discuss how a strong financial plan helps you make purposeful choices: knowing when to spend, when to give, and how to align your wealth with the life you want to live—now and in the future.

Here’s some of what we discuss in this episode:

📈 What 90% of Buffett’s wealth after 65 teaches us about patience

🧠 "Be greedy when others are fearful" — and how to actually do it

📉 What to do when market fear clouds good decision-making

🌱 Giving while living — and planning to do it with confidence

🔧 Why your financial plan is your most powerful tool

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