The Questions You MUST Ask Your Financial Advisor
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Managemen
by Frank Oliver
3w ago
Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. It's about getting clarity on how advisors work, what they specialize in, and how they align with your financial goals. These are the questions you MUST ask your financial advisor. Here’s some of what we discuss in this episode: 0:00 – Intro 3:11 – How do you get paid? 4:31 – Typical client  6:33 – Investment philosophy 9:16 ..read more
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Patience Pays: The Power of Delayed Gratification
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Managemen
by Frank Oliver
1M ago
Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit when you should really consider the delayed rewards… While it can be tempting to pass up on a 401k match when money is tight or take Social Security as soon as you turn 62, considering the broader implications and future impact of those choices is critical.    Here’s some of what we discuss in this episode: 0:00 – Intro 3:41 – Passing up on 401k match 5:51 – Saving ..read more
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How To Successfully Climb The Retirement Mountain
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Managemen
by Frank Oliver
1M ago
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 I ..read more
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Santa’s Naughty or Nice Investment Guide
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Managemen
by Frank Oliver
2M ago
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 curr ..read more
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Money Mistakes You'll Regret & How To Avoid Them
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Managemen
by Frank Oliver
2M ago
“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 ..read more
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Retirement Planning's "Hidden" Questions
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Managemen
by Frank Oliver
3M ago
The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about retirement. How much can you safely withdraw from your retirement savings each year? Do you really need life insurance in retirement? Listen in as Frank and Walter tackle these commonly overlooked questions so that you can gain the clarity you need to ta ..read more
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Investment Planning and Getting the Most Out of Your Money
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Managemen
by Frank Oliver
4M ago
Today we’re moving to the third pillar in the T.I.M.E™ process as we delve into investment planning and money. When people think about financial planning, this is often the piece of the puzzle that comes to mind first as you work to grow your money in a responsible way.  Today we’ll walk you through a high-level look at how we work through the investing portion of a client’s plan, how the different buckets of money are divided, and how we structure a plan to make sure your money is working for you throughout your retirement.  Here’s some of what we discuss in this episode: 0:00 – I ..read more
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Building an Effective Income Plan
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Managemen
by Frank Oliver
4M ago
Today we’re going to take you through the second piece of the T.I.M.E™ process (tax, income, money, and estate planning) with a discussion on income planning and why it’s so important for anyone preparing for retirement.  This piece of the process can be very challenging for a number of reasons. First, it takes a different set of tools when you’re decumulating versus accumulating throughout your working career. Second, it takes several steps to determine what you’re going to need to make your money last through retirement, and that’s hard to do on your own.    Here’s some of wha ..read more
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The Importance of Tax Planning
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Managemen
by Frank Oliver
4M ago
There’s a reason why tax planning is a key component to the planning process at Oliver Asset Management. Too often, people focus solely on growing their portfolio another three to five percent, which is important, but it’s much more difficult to make up for a 15-20% tax hit that could have been avoided by proper planning. Today we want to look a little closer at the tax planning process and how it differs from the tax preparation we do every year in April. Positioning yourself correctly while you’re working can possibly save you thousands of dollars in retirement.  Here are some of the ..read more
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Getting to Know Frank Oliver
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Managemen
by Frank Oliver
4M ago
Thanks for joining us for the first episode of The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. We’re excited to have you and look forward to the financial planning and retirement conversations we’ll have every show. To get things kicked off, we wanted to take a little time telling you more about who we are and provide some background on Oliver Asset Management. We’ve been around the Colorado area all of our life, so we’ll tell you why it’s special to us and what you might find us doing away from the office. Plus, we’ll give you a preview of what we hope you’ll learn from ..read more
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