Money Mistakes You'll Regret & How To Avoid Them

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

“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? In today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you.
Listen in as we discuss the drawbacks of early IRA withdrawals and how important it is to keep lifestyle creep in check in your peak earning years. We’ll also chat about the potential impact of overspending on tuition for your children, the risks that come with retiring early without proper planning, and more.

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

0:00 – Intro

4:25 – Premature IRA withdrawals

7:34 – Lifestyle creep

10:24 – Assisting your children

13:29 – Retiring too early

18:06 – Roth IRAs

21:50 – Favorite winter activity

25:53 – Listener question about whole life insurance policy
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