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...

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...

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 differen...

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 w...

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...

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 arou...