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

Frank Oliver

Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in Longmont, Colorado, Frank has helped hundreds of families over the years achieve their retirement goals. Listen and watch the podcast on YouTube as we offer clear strategies and straightforward advice, all designed to empower you in your financial journey. Welcome to The T.I.M.E Blueprint! Visit https://www.oliverassetmanagement.com/ or call 720-897-8463 to get in touch!

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Top 10 The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management Episodes

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5 Lies You Might Be Telling Yourself About Money

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

07/19/24 • 21 min

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 in this episode:

0:00 – Intro

2:44 – Why bother with investing?

4:33 – Relying on Social Security

5:59 – You only live once!

9:21 – I’m too young to start saving

12:14 – It’s safer to keep money in cash

15:13 – Getting-to-know Frank

17:03 – Listener question

Learn more about the T.I.M.ETM process: https://www.oliverassetmanagement.com/time
Phone: (720) 897-8463
Contact our team: https://www.oliverassetmanagement.com/contact#Calendly
It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Get a copy of Frank’s book: https://www.oliverassetmanagement.com/book-copy-request
Check out our other no-cost financial resources here: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheets
Access your Ed Slott Master Elite IRA Advisor Toolbox: https://www.oliverassetmanagement.com/colorado-ed-slott-master-elite-ira-advisor
Attend an upcoming event: https://www.oliverassetmanagement.com/events

Check us out on YouTube: https://www.youtube.com/channel/UCmqjvQuXjfc01YRwMUJBAsQ
Facebook: https://www.facebook.com/OliverAssetManagement/
LinkedIn: https://www.linkedin.com/company/oliver-asset-management-co/

The ‘How Do You Know’ Questions of Retirement Planning

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

09/17/24 • 22 min

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

The Top 401(k) FAQs In 2024

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

08/01/24 • 18 min

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(k) advice for a fee

5:45 – Rollover into IRA

8:32 – Adjusting investments approaching retirement

10:54 – What if I change jobs?

13:08 – Getting to know Frank

14:54 – Listener question

Retirement Rebels: Winning Your Financial Independence

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

07/02/24 • 20 min

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 entering retirement with no debt, these are some areas where planning ahead can make a significant difference. If you've achieved independence from these key categories, you're likely on the right track!

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

0:00 – Intro

4:13 – Independence from government

6:19 – Independence from family

8:22 – Independence from creditors

9:41 – Independence from employment

11:39 – Independence from the stock market

14:08 – Getting to know Frank

15:30 – Mailbag question

Take The Fork: Yogi Berra’s Financial Planning Wisdom

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

06/20/24 • 20 min

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 Yogi’s memorable sayings!
Here’s some of what we discuss in this episode:

0:00 – Intro

2:40 – “...You might wind up some place else.”

4:45 – “When you come to a fork in the road, take it.”

6:10 – “The future ain’t what it used to be.”

8:04 – “It’s like déjà vu all over again.”

10:13 –"It ain't over till it's over."

13:59 – Getting to know Frank
15:43 – Listener question

The Beauty of Simplicity When Planning For Retirement

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

06/06/24 • 22 min

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 retirement planning.
One of the key takeaways from the episode is the importance of having a clear plan. Frank advises starting with basic questions like, "When do you want to retire?" and "What are your financial goals?" These simple questions lay the foundation for a more detailed plan.
Here’s some of what we discuss in this episode:

0:00 – Intro

2:20 – Simplifying complex financial concepts

4:40 – Why do people feel overwhelmed?

6:16 – Taking the first steps to simplify

10:27 – What a consultation with Oliver Asset Management looks like

16:12 – Getting-to-know Frank

17:33 – Listener question

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

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

05/23/24 • 26 min

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 to keep in mind as you prep for the transition? In today’s episode, we’re going to walk you through two important types of insurance for retirees and pre-retirees to be familiar with: long-term care insurance and life insurance.
Here’s some of what we discuss in this episode:

0:00 – Intro

5:06 – The long-term care discussion

8:33 – The reality of long-term care

10:12 – Alternatives to long-term care

14:10 – Life insurance in retirement

16:06 – Types of life insurance for retirees

19:16 – Getting to know Frank

21:59 – Listener question
Turks and Caicos Story

https://www.foxnews.com/us/pennsylvania-dad-facing-turks-caicos-prison-time-ammo-charge-says-law-unintended-consequences

Retirement Questions That Baby Boomers & Gen X Are Asking

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

05/02/24 • 25 min

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 of the common questions that these age groups are asking.

While there’s no universal solution to these questions, this episode will provide some important considerations to keep in mind. As Frank and Walter express in this episode, it’s important to address these kinds of questions early on and get a plan in place so that you can step into retirement with confidence.

Be sure to stay tuned until the end of the episode, where Frank answers a listener's question about whether or not to take out a life insurance policy.

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

0:00 – Intro

2:53 – Important considerations 5 years before retirement

7:31 – Downsizing or relocating in retirement

10:15 – Gen Xers seeking professional help

14:03 – Wanting to retire early

17:36 – Getting to know Frank

20:43 – Listener question

Don’t Make These Income Planning Mistakes

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

04/18/24 • 23 min

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 pitfalls to avoid when planning for retirement. Stay tuned to learn how important it is to craft a financial plan that is designed to last decades, not just years.
Here’s some of what we discuss in this episode:

0:00 – Intro

3:33 – Planning to be retired for years, not decades

5:37 – Starting Social Security too early

7:43 – Assuming bonds will be your main income source

10:15 – Ignoring inflation

12:30 – Forgetting lifetime income streams outside Social Security

17:08 – Getting to know Frank

19:36 – Mailbag question

Starting Over at 53: Smart Career Move or Financial Risk?

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

04/03/25 • 8 min

Today’s topic comes from a question from Janice, who was recently laid off at 53 and is considering a career change into real estate. But to make it work, she may need to tap into her IRA to make ends meet. Could this put her long-term financial security at risk?

Tune in to hear what Frank has to say from a financial advisor’s perspective. We’re breaking down the pros, cons, and alternative ways to fund a midlife career pivot without tapping into your retirement.

Here’s what we discuss in this episode:

0:00 – Intro

1:28 – Initial reactions and risks

4:25 – Alternatives to using retirement savings

5:44 – Exploring other paths

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FAQ

How many episodes does The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management have?

The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management currently has 43 episodes available.

What topics does The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management cover?

The podcast is about Colorado, Retirement, Investing, Money, Income, Financial Advisor, Podcasts, Business and Careers.

What is the most popular episode on The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management?

The episode title 'The Top 401(k) FAQs In 2024' is the most popular.

What is the average episode length on The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management?

The average episode length on The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management is 15 minutes.

How often are episodes of The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management released?

Episodes of The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management are typically released every 11 days, 6 hours.

When was the first episode of The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management?

The first episode of The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management was released on Sep 18, 2023.

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

Frank Oliver

Top 10 The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management Episodes

FAQ

How many episodes does The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management have?

What topics does The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management cover?

What is the most popular episode on The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management?

What is the average episode length on The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management?

How often are episodes of The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management released?

When was the first episode of The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management?

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