Santa’s Naughty or Nice Investment Guide

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

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تمت الإضافة منذ قبل عام واحد (one)

المحتوى المقدم من Frank Oliver. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Frank Oliver أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Uncuffed

1
S4, E1 - Day One 7:38

منذ 5 weeks7:38

التشغيل لاحقا

قوائم

إعجاب

احب

7:38

Last summer, something monumental happened. One of Uncuffed's founding producers, Greg Eskridge, came home after more than 30 years in prison. In this episode we’ll bring you back to that emotional day last summer when he walked out of the San Quentin gates, free at last. Our work in prisons is supported by the California Arts Council, the California Department of Corrections and Rehabilitation, independent foundations, and donations from listeners like you. Learn more, sign up for Uncuffed news, and support the program at www.weareuncuffed.org Follow us @WeAreUncuffed on Instagram and Facebook Transcripts are available within a week of the episode coming out at www.kalw.org/podcast/uncuffed…

منذ عام واحد 26:10

MP3•منزل الحلقة

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 until the end of the show, where we get to know Frank through some creative questions! This week, he shares what exotic animal he would choose to have as a pet. Then, he answers David’s question, who asks if he should reinvest in more CDs once his current ones mature.
Here’s some of what we discuss in this episode:

0:00 – Intro
4:01 – Penny stocks + Crypto
5:22 – S&P 500 Index ETF
7:11 – Rental properties
12:08 – Roth IRAs
12:54 – Credit card
13:53 – HSA
17:46 – Getting to know Frank
22:20 – Listener question
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
Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time

37 حلقات

#Trading #Careers #Business #Frank Oliver #Retirement #Tax #Estate Planning #Income #Money #Colorado #Financial Advisors #Longmont #Noco #401k

Santa’s Naughty or Nice Investment Guide

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

published منذ عام واحد

MP3•منزل الحلقة

37 حلقات

#Trading #Careers #Business #Frank Oliver #Retirement #Tax #Estate Planning #Income #Money #Colorado #Financial Advisors #Longmont #Noco #401k

모든 에피소드

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

1
Social Security Claiming Tips For Different Family Situations 11:40

منذ 8 أيام11:40

11:40

Social Security claiming strategies can vary greatly depending on family dynamics. This episode explores how different family situations, such as those with a stay-at-home spouse or a blended family, could impact when and how to claim Social Security benefits to maximize your retirement income. Here’s what we discuss in this episode: 0:00 – Intro 1:10 – The broad view 3:13 – Single-income household considerations 6:36 – Blended family considerations 8:03 – The importance of a plan Frank’s Social Security Guide: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheets 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 Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time…

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

1
“Which Account Should I Withdraw From First in Retirement?” 3:18

منذ 15 يومًا3:18

3:18

In today’s show, Rebecca asks an important question about retirement planning: With four different investment accounts- her 401(k), IRA, Roth IRA, and individual account- she’s wondering which one she should withdraw from first when she retires next year and needs income. While many people default to withdrawing from their largest account, often the 401(k), without considering potential tax implications, Frank explains that the decision isn't necessarily about the size of the account. It’s about understanding tax strategies and how different withdrawal approaches could impact your income. Tune in to see what you can learn! 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 Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time…

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

1
5 Financial Mistakes to Avoid in Your 60s 14:34

منذ 22 يومًا14:34

14:34

Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. In today’s episode, Frank discusses 5 common financial blunders to avoid during this pivotal decade. Here’s what we discuss in this episode: 0:00 – Intro 0:55 – Ignoring retirement planning 3:10 – Failing to utilize tax benefits 5:26 – Failing to protect your assets 7:06 – Taking Social Security benefits without a plan 9:50 – Over or under-reliance on fixed income 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 Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time…

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

1
Should You Claim Social Security While Still Working? 3:12

منذ 29 يومًا3:12

3:12

In today’s mailbag episode, we’re answering a question from Bobby about Social Security. He plans to keep working for another two years but wonders if he should start taking his benefits now since he’s reached full retirement age. Is it a smart move, or could waiting be a better strategy? While everyone’s situation is unique, Frank will share how he helps clients determine the right time to start claiming benefits. Here’s what we discuss in this episode: 0:00 – Intro 0:53 – Tax implications of taking Social Security early 1:47 – How Frank helps clients answer this question 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 Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time…

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

1
How To Change Your Money Attitude In 2025 15:06

منذ 5 weeks15:06

15:06

With the New Year comes New Year’s resolutions. While exercising more or eating better are common goals for folks as they try and start fresh in January, having a financial reset is a common resolution as well. We've got some financial changes that'll help you out, and some new mindsets and mentalities that'll put you in the right direction as you go through the new year. So don't worry if you failed on some of the resolutions you’ve already made in 2025. We've got a few that can give you a second shot on today's show. Here’s what we discuss in this episode: 0:00 – Intro 2:30 – Living within your means 6:36 – Knowing that it’s okay to spend when you have the means to do so 9:10 – Having a good understanding of what you have and where it is 11:07 – The potential risks of pausing investments 12:41 – Getting your financial plan 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 Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time…

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

1
Is It A Bad Idea To Become A Renter Again In Your 50s? 2:32

منذ 6 weeks2:32

2:32

A listener recently reached out, sharing that their house feels like a constant money pit. They're dealing with one repair after another, and the cost and effort are leaving them frustrated. They’ve asked Frank if he thinks it would be a bad idea to sell the house and rent while they figure out their next move. If you're in a similar boat and are wondering whether renting again might be the right choice for you, you might be surprised to hear that it's not as silly as it sounds. Tune in as Frank explains how this strategy could open up new financial options for Tim, giving him the flexibility to explore his next steps without the burden of homeownership for now. 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 Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time…

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

1
How To Invest For Short-Term Goals 6:03

منذ 7 weeks6:03

6:03

Are you saving for something big in the next few years, like a wedding or a down payment on a house? You might be wondering how to make your money work harder in the short term without taking on too much risk. In this video, Frank talks about products he calls “defined outcome investments,” which may offer higher yields than traditional CDs and bonds while providing downside protection. Whether you’re planning for something in the next 1 to 3 years, Frank explains how these products might help you balance risk and reward. Here’s what we discuss in this episode: 0:00 – Intro 0:57 – Defined outcome investing products 2:43 – Reasons for a short-term investing time horizon 4:21 – The T.I.M.E. Blueprint 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 Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time…

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

1
Best Side Hustles for Colorado Retirees (2025 Edition) 4:22

منذ 8 weeks4:22

4:22

As you approach retirement, have you thought about how you’d like to spend your newfound free time? Maybe a part-time job or a side hustle is something that could appeal to you! Frank has been in this industry for a long time, so today he's going to share some of the most interesting side hustles he's seen some of his clients take on during retirement. Here’s what we discuss in this episode: 0:00 – Intro 0:46 – Some interesting side hustles Frank has seen 3:01 – Lifestyle conversations in financial reviews 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 Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time…

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

1
Retirement Spending Strategies To Help You Spend With Confidence 11:30

منذ 9 weeks11:30

11:30

It’s the beginning of a new year – a time when many of us make resolutions to improve our lives. But how often do we resolve to improve the way we feel about our finances? Today, we’re talking about spending with confidence, a surprising challenge for many retirees. Here’s what we discuss in this episode: 0:00 – Intro 1:29 – The struggle to spend in retirement 4:43 – The guilt element 6:45 – Tangible tips to consider 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 Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time…

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

1
Should You Time Your 401(k) Contributions? 5:35

منذ 10 weeks5:35

5:35

If you’ve watched this show for a while, you likely heard it before: timing the market is not a sound financial strategy. But what about timing your 401(k) contributions? Could adjusting your contributions throughout the year give you an edge? In this video, Frank breaks down whether there’s any merit to this idea. While there typically isn’t a way to employ market timing with your 401(k) contributions, there are situations that may arise where it could be beneficial to bump up your contributions. Make sure you tune in and see what those situations may be, and more on today’s show! Here’s what we discuss in this episode: 0:00 – Intro 0:58 – Timing of contributions vs timing the market 2:18 – When might it make sense to bump up contributions? 3:36 – Your T.I.M.E. Is Now 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 Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time…

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

1
Mailbag: Should I Restart My 401K Contributions? 2:53

منذ 11 weeks2:53

2:53

In this video, we tackle a listener's question about halting 401K contributions due to fears of a market crash around the election. Even though the anticipated crash didn’t happen, lingering concerns have kept them on the sidelines. Frank explains why trying to time the market isn’t a sound strategy and why it’s more important to focus on time IN the market, not timing it. Tune in for valuable insights on how consistent contributions, even during volatile times, could help benefit your long-term financial goals! Here’s what we discuss in this episode: 0:00 – Intro 0:38 – Frank's thoughts on market timing 1:41 – Advantages of continuing contributions 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 Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time…

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

1
Mailbag: Should I Go Ahead And Pay Off My Low Interest Mortgage? 5:34

منذ 12 weeks5:34

5:34

In this video, Frank answers a common question: Should you pay off a low-interest mortgage early? There’s not a one-size-fits-all approach to this question, but there are some considerations that we can look at as we go through our decision-making process! Frank will discuss the calculator he uses to compare scenarios, how to view your portfolio as a balance sheet, and the value of liquidity to retirees and soon-to-be retirees. If you've ever wondered whether you should pay off your mortgage early, be sure to click play as Frank brings up some important items to think about. Here’s what we discuss in this episode: 0:00 – Intro 0:50 – The house payment calculator 2:20 – Looking at your portfolio as a balance sheet 3:03 – The importance of liquidity 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 Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time…

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

1
Financial Lessons From Your Favorite Game Shows 15:44

منذ 14 weeks15:44

15:44

Everyone loves a good game show. Whether it’s spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people turn their retirement planning into a game? Spoiler alert: it’s not always a win! In this episode, we tackle the risky moves people make when they treat their finances like a game of chance. Here’s what we discuss in this episode: 0:00 – Intro 3:48 – The Price Is Right 5:39 – Are You Smarter Than a Fifth Grader? 8:57 – Who Wants to be a Millionaire? 11:16 – Family Feud 12:53 – Custom planning process with Oliver Asset Management 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 Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time…

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

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

منذ 15 weeks8:08

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 implications of dividends and shares how strategic adjustments can lead to significant tax savings. Here’s some of what we discuss in this episode: 0:00 – Intro 1:05 – Can you live off dividends? 4:31 – Tax considerations with dividends. 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 Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time…

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

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

منذ 16 weeks5:35

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 Blueprint podcast, financial advisor Frank Oliver from Oliver Asset Management dives deep into these pressing questions. Here’s some of what we discuss in this episode: 0:00 – Intro 1:22 – How rate cuts impact money market accounts. 4:11 – Your T.I.M.E. Is Now 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 Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time…

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