Santa’s Naughty or Nice Investment Guide

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

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