The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management - The Beauty of Simplicity When Planning For Retirement

The Beauty of Simplicity When Planning For Retirement

06/06/24 • 22 min

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

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

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
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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

Previous Episode

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

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

Next Episode

Take The Fork: Yogi Berra’s Financial Planning Wisdom

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