The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management - Take The Fork: Yogi Berra’s Financial Planning Wisdom

Take The Fork: Yogi Berra’s Financial Planning Wisdom

06/20/24 • 20 min

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

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

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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

Previous Episode

The Beauty of Simplicity When Planning For Retirement

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

Next Episode

Retirement Rebels: Winning Your Financial Independence

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