Perfect Game Retirement

On this episode, we will be answering some mailbag questions that have come in. We will discuss if it's wise to pay off your investment properties, how much you should contribute to your child's college expenses, and how to split up assets during a divorce. Get your Retirement Coach 360 session: Call: 470-508-0508 Website:  https://blackoakam.com/

Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement. Get your Retirement Coach 360 session: Call: 470-508-0508 Website:  https://blackoakam.com/

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings. Get your Retirement Coach 360 session: Call: ...

At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning… Get your Retirement Coach 360 session: Call: 470-508-0508 Website:  https://blackoakam.com/

It’s been said that “the sales brochure giveth and the fine print taketh away.” On this episode, we’ll talk about some of the things we hear from people when they don’t pay enough attention to the fine print… Get your Retirement Coach 360 session: Call: 470-508-0508 Website:  https://blackoakam.com/

We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement. Get your Retirement Coach 360 session: Call: 470-508-0508 Website:  https://blackoakam.com/

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry. Get...

People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them… Get your Retirement Coach 360 session: Call: 470-508-0508 Website:  https://blackoakam.com/

It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But should you follow it or proceed with caution? We’ll...

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. Get your Retirement Coach 360 session: Call: 470-508-0508 Website:  https://blackoakam.com/

In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough to help us achieve our own financial success… Get your Retirement Coach 360 session: Call: ...

On this episode, we’ll try to pick sides in some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on. Get your Retirement Coach 360 session: Call: 470-508-0508 Website:  https://blackoakam.com/

It's a mailbag edition of the show! We will be answering some listener questions that have come in. This time around, we will discuss the tax implications when you sell an inherited home, what true diversification is, and long-term care considerations. Show Notes: Call: 470-508-0508 Website:  https://blackoakam.com/

We’ve assembled a list of priorities to keep in mind as you count down the days to retirement. From getting healthy to thinking about a post-retirement career, what do we do as we count down the days to retirement? Show Notes: Call: 470-508-0508 Website:  https://blackoakam.com/

Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once the kids are out of the house, you don’t need insu...

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age. Show Notes: Call: 470-508-0508 Website:  https://blackoakam.com/

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjack, and let’s take the financial field. Show Notes: Call: 470-508-0508 Website:  https://blackoakam.c...

This USA Today article points out 3 murky issues that increase retirement planning’s degree of difficulty, especially in today’s economic climate. On this episode, we’ll break down the article to see if it’s worthwhile advice if the murky issues are actually that threatening, and what you can do about all of it if you’re  concerned. USA Today Article: https://www.usatoday.com/story/money/personalf...

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor… Show Notes: Call: 470-508-0508 Website:  https://blackoakam.com/

On this episode, we’ll break down a recent CNBC article that analyzes a recent Morningstar study. The study found that most of us have at least one money bias, some of us more than one, and that those biases are very possibly costing us money in our checking, savings, investing, and retirement accounts. Listen to see if you might be impacted by a specific money bias and for strategies to get it ba...

If you have kids, often they come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways those discussions play out, the role your advisor should play in navigating these conversations, and the overall impact on you and your family’s financial goals.  Show Notes: Call: 470-508-0508 Website:  https://blackoakam.com/

The financial red zone is a crucial time leading up to retirement. Big mistakes are going to be harder to recover from, so you have to keep your plan protected. Let's discuss exactly what the financial red zone is and how you should navigate this important time period.  Show Notes: Call: 470-508-0508 Website:  https://blackoakam.com/

If retirement is on your mind, then listen up to today’s show for a 5-part checklist that’ll help measure if you’re in good financial health and setting yourself up for retirement success. Show Notes: Call: 470-508-0508 Website:  https://blackoakam.com/

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. Show Notes: Call: 470-508-0508 Website:  https://blackoakam.com/

We open up the mailbag to answer some of our listener's questions on today's podcast. We will cover managing your risk tolerance, options for a pension, and early retirement considerations. Show Notes: Call: 470-508-0508 Website:  https://blackoakam.com/