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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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The ‘How Do You Know’ Questions of Retirement Planning
Manage episode 438330480 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.
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 approach your retirement.
Here’s what we discuss in this episode:
0:00 – Intro
4:19 – Knowing how much income you need to retire.
7:55 – How to know when you are financially ready to retire.
9:22 – What about annuities?
11:51 – When to start taking social security benefits.
15:10 – Camping or the beach?
17:21 – Mailbag
Download your Social Security guide: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheets
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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