최고 Income Planning 팟캐스트 (2024)

1
Is Dividend Investing A Good Retirement Strategy? 8:08

10h ago8:08

8:08

Dividend investing has been a retirement tool utilized by retirees for years, but is it still a strategy we can rely on to help fund our income plan in retirement? Discover why relying solely on dividends may not be the best approach and explore alternative strategies that could enhance your financial security. Frank also sheds light on the tax imp…

1
Are Money Market Funds Still a Good Investment After Rate Cuts? 5:35

12d ago5:35

5:35

In the ever-evolving world of finance, the Federal Reserve's decisions can send ripples through the investment community. Recently, the Fed has cut interest rates, and this has sparked questions about the future of money market funds. Are they still a viable option for investors, or should we be looking elsewhere? In this episode of the Time Bluepr…

1
Encouraging Your Spouse To Get Involved In The Financial Plan 6:25

19d ago6:25

6:25

Today we’re going to answer a question from the mailbag asking about whether you should make your spouse get more involved in the finances as you near retirement. What does Frank think? We’ll find out in this video as Frank offers practical advice on encouraging participation and shares stories that highlight the importance of both partners being i…

1
Surprising Financial Wisdom From The Unlikeliest Celebrities 19:56

26d ago19:56

19:56

You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, and Snooki to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources. Tune in as Frank uncovers some valuable l…

1
Putting Clients First: The Core Values of Oliver Asset Management 17:19

1M ago17:19

17:19

There are countless financial advisory firms out there, but not all are created equal. Each firm offers unique services and operates with its own set of specialties and core values that shape its approach to helping clients. In this episode, we take a deep dive into the guiding principles of Oliver Asset Management. Frank will walk us through how t…

1
The ‘How Do You Know’ Questions of Retirement Planning 22:18

2M ago22:18

22:18

Were you ever the kid growing up that had to ask, “how do you know?” or “why?” about anything and everything? Turns out, having that inquisitive nature is something that can be extremely valuable to us as we plan out our finances and our retirements, and in today’s show, we’ll dive into some of those questions that you should be asking as you appro…

1
The Top 401(k) FAQs In 2024 18:18

4M ago18:18

18:18

A 401(k) is one of the most common retirement accounts that people have today. However, navigating the ins and outs of your 401(k) without proper guidance can be tricky. That’s why Frank is here to answer your top 401(k) questions in one comprehensive episode. Here’s some of what we discuss in this episode: 0:00 – Intro 3:37 – Work plan offers 401(…

1
5 Lies You Might Be Telling Yourself About Money 21:34

4M ago21:34

21:34

Are you telling yourself financial lies? In today’s episode, we’ll uncover the top 5 lies people often tell themselves about money and retirement. From relying too heavily on Social Security to believing it’s safer to keep your money in cash, some of these could be severely holding you back, so be sure to stay tuned! Here’s some of what we discuss …

1
Retirement Rebels: Winning Your Financial Independence 20:31

5M ago20:31

20:31

Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. From not relying on government programs like Social Security and Medicaid too heavily to…

1
Take The Fork: Yogi Berra’s Financial Planning Wisdom 20:13

5M ago20:13

20:13

In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from …

1
The Beauty of Simplicity When Planning For Retirement 22:18

6M ago22:18

22:18

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In this episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward re…

1
Long-Term Care and Life Insurance: The Basics You Must Know 26:59

6M ago26:59

26:59

While you dream about the leisurely days ahead of you in retirement, it’s also important to think about some of the less glamorous items, including insurance. In this new season of life, your old policies may no longer suit your needs or may come to an end. So, what types of coverage should you be considering for your golden years? What do you need…

1
Retirement Questions That Baby Boomers & Gen X Are Asking 25:00

7M ago25:00

25:00

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’ll focus on some …

1
Don’t Make These Income Planning Mistakes 23:00

7M ago23:00

23:00

Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could put your retirement at risk. From overlooking inflation to neglecting to diversify income sources beyond Social Security, Frank and Walter will walk you through the key pit…

1
The Questions You MUST Ask Your Financial Advisor 28:57

10M ago28:57

28:57

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. It's about getting clarity on how advisors work, what they specialize in, and how th…

1
Patience Pays: The Power of Delayed Gratification 25:00

10M ago25:00

25:00

Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit when you should really consider the delayed rewards… While it can be tempting to pass up on a 401k match when money is tight or …

1
How To Successfully Climb The Retirement Mountain 27:41

11M ago27:41

27:41

Ready for an adventure? Think of retirement planning as climbing a mountain. It's not just about the climb up; it's about preparing wisely, tackling the ups and downs, and even planning your way back down. We're talking about setting milestones, dealing with market surprises, and making sure your hard-earned savings last through your entire retirem…

1
Santa’s Naughty or Nice Investment Guide 26:10

11M ago26:10

26:10

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 unt…

1
Money Mistakes You'll Regret & How To Avoid Them 29:44

12M ago29:44

29:44

“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? In today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you. Listen …

1
Retirement Planning's "Hidden" Questions 27:43

1y ago27:43

27:43

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about reti…

1
Investment Planning and Getting the Most Out of Your Money 25:56

1y ago25:56

25:56

Today we’re moving to the third pillar in the T.I.M.E™ process as we delve into investment planning and money. When people think about financial planning, this is often the piece of the puzzle that comes to mind first as you work to grow your money in a responsible way. Today we’ll walk you through a high-level look at how we work through the inves…

1
Building an Effective Income Plan 22:48

1y ago22:48

22:48

Today we’re going to take you through the second piece of the T.I.M.E™ process (tax, income, money, and estate planning) with a discussion on income planning and why it’s so important for anyone preparing for retirement. This piece of the process can be very challenging for a number of reasons. First, it takes a different set of tools when you’re d…

1
The Importance of Tax Planning 24:14

1y ago24:14

24:14

There’s a reason why tax planning is a key component to the planning process at Oliver Asset Management. Too often, people focus solely on growing their portfolio another three to five percent, which is important, but it’s much more difficult to make up for a 15-20% tax hit that could have been avoided by proper planning. Today we want to look a li…

1
Getting to Know Frank Oliver 19:01

1y ago19:01

19:01

Thanks for joining us for the first episode of The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. We’re excited to have you and look forward to the financial planning and retirement conversations we’ll have every show. To get things kicked off, we wanted to take a little time telling you more about who we are and provide some backg…

들어볼 가치가 있는 팟캐스트

Income Planning 팟 캐스트

들어볼 가치가 있는 팟캐스트

1
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management

Frank Oliver

1
Is Dividend Investing A Good Retirement Strategy? 8:08

1
Are Money Market Funds Still a Good Investment After Rate Cuts? 5:35

1
Encouraging Your Spouse To Get Involved In The Financial Plan 6:25

1
Surprising Financial Wisdom From The Unlikeliest Celebrities 19:56

1
Putting Clients First: The Core Values of Oliver Asset Management 17:19

1
The ‘How Do You Know’ Questions of Retirement Planning 22:18

1
The Top 401(k) FAQs In 2024 18:18

1
5 Lies You Might Be Telling Yourself About Money 21:34

1
Retirement Rebels: Winning Your Financial Independence 20:31

1
Take The Fork: Yogi Berra’s Financial Planning Wisdom 20:13

1
The Beauty of Simplicity When Planning For Retirement 22:18

1
Long-Term Care and Life Insurance: The Basics You Must Know 26:59

1
Retirement Questions That Baby Boomers & Gen X Are Asking 25:00

1
Don’t Make These Income Planning Mistakes 23:00

1
The Questions You MUST Ask Your Financial Advisor 28:57

1
Patience Pays: The Power of Delayed Gratification 25:00

1
How To Successfully Climb The Retirement Mountain 27:41

1
Santa’s Naughty or Nice Investment Guide 26:10

1
Money Mistakes You'll Regret & How To Avoid Them 29:44

1
Retirement Planning's "Hidden" Questions 27:43

1
Investment Planning and Getting the Most Out of Your Money 25:56

1
Building an Effective Income Plan 22:48

1
The Importance of Tax Planning 24:14

1
Getting to Know Frank Oliver 19:01

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