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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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Santa’s Naughty or Nice Investment Guide
Manage episode 390748853 series 3512330
Frank Oliver에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Frank Oliver 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this festive episode, we’ll sift through a sleigh-full of financial products and strategies to find out which ones deserve a spot in your financial stocking this year, and which ones are the proverbial lumps of coal. This will be an educational episode for all investors, whether you’ve been financially naughty or nice this year...
Stay tuned until the end of the show, where we get to know Frank through some creative questions! This week, he shares what exotic animal he would choose to have as a pet. Then, he answers David’s question, who asks if he should reinvest in more CDs once his current ones mature.
Here’s some of what we discuss in this episode:
0:00 – Intro
4:01 – Penny stocks + Crypto
5:22 – S&P 500 Index ETF
7:11 – Rental properties
12:08 – Roth IRAs
12:54 – Credit card
13:53 – HSA
17:46 – Getting to know Frank
22:20 – Listener question
It’s T.I.M.E for a plan! Schedule a free session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time
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