How To Successfully Climb The Retirement Mountain

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

Ready for an adventure? Think of retirement planning as climbing a mountain. It's not just about the climb up; it's about preparing wisely, tackling the ups and downs, and even planning your way back down.

We're talking about setting milestones, dealing with market surprises, and making sure your hard-earned savings last through your entire retirement journey. Join us as we gear up with some smart strategies and insights, making sure you reach the top and enjoy the view!

At the end of the episode, Frank provides advice on securing cash for closing on a home without resorting to a substantial IRA withdrawal.
Here’s some of what we discuss in this episode:

0:00 – Intro

2:50 – Preparing For the Climb

5:55 – The Ascent

9:30 – Base Camps

12:00 – The Summit

15:25 – Descending Safely

19:53 – Favorite Sushi

22:15 – Listener Question

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