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

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

Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in Longmont, Colorado, Frank has helped hundreds of families over the years achieve their retirement goals. Listen and watch the podcast on YouTube as we offer clear strategies and straightforward advice, all designed to empower you in your financial journey. Welcome to The T.I.M.E Blueprint! Visit https://www.oliverassetmanagement.com/ or call 720-897-8463 to get in touch!

  1. HACE 5 DÍAS

    Retirement Spending Strategies To Help You Spend With Confidence

    It’s the beginning of a new year – a time when many of us make resolutions to improve our lives. But how often do we resolve to improve the way we feel about our finances? Today, we’re talking about spending with confidence, a surprising challenge for many retirees. Here’s what we discuss in this episode:0:00 – Intro1:29 – The struggle to spend in retirement4:43 – The guilt element6:45 – Tangible tips to consider It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly....

    12 min

  2. 26/12/2024

    Should You Time Your 401(k) Contributions?

    If you’ve watched this show for a while, you likely heard it before: timing the market is not a sound financial strategy. But what about timing your 401(k) contributions? Could adjusting your contributions throughout the year give you an edge? In this video, Frank breaks down whether there’s any merit to this idea. While there typically isn’t a way to employ market timing with your 401(k) contributions, there are situations that may arise where it could be beneficial to bump up your cont...

    6 min

  3. 23/12/2024

    Mailbag: Should I Restart My 401K Contributions?

    In this video, we tackle a listener's question about halting 401K contributions due to fears of a market crash around the election. Even though the anticipated crash didn’t happen, lingering concerns have kept them on the sidelines.Frank explains why trying to time the market isn’t a sound strategy and why it’s more important to focus on time IN the market, not timing it. Tune in for valuable insights on how consistent contributions, even during volatile times, could help benefit your long-te...

    3 min

  4. 12/12/2024

    Mailbag: Should I Go Ahead And Pay Off My Low Interest Mortgage?

    In this video, Frank answers a common question: Should you pay off a low-interest mortgage early? There’s not a one-size-fits-all approach to this question, but there are some considerations that we can look at as we go through our decision-making process! Frank will discuss the calculator he uses to compare scenarios, how to view your portfolio as a balance sheet, and the value of liquidity to retirees and soon-to-be retirees. If you've ever wondered whether you should pay off your mort...

    6 min

  5. 26/11/2024

    Financial Lessons From Your Favorite Game Shows

    Everyone loves a good game show. Whether it’s spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people turn their retirement planning into a game? Spoiler alert: it’s not always a win! In this episode, we tackle the risky moves people make when they treat their finances like a game of chance. Here’s what we discuss in this episode:0:00 – Intro3:48 – The Price Is Right5:39 – Are You Smarter Than a Fifth Grader?8:57 – Who Wants to be a Mil...

    16 min

  6. 21/11/2024

    Is Dividend Investing A Good Retirement Strategy?

    Dividend investing has been a retirement tool utilized by retirees for years, but is it still a strategy we can rely on to help fund our income plan in retirement? Discover why relying solely on dividends may not be the best approach and explore alternative strategies that could enhance your financial security. Frank also sheds light on the tax implications of dividends and shares how strategic adjustments can lead to significant tax savings. Here’s some of what we discuss in this e...

    8 min

  7. 14/11/2024

    Are Money Market Funds Still a Good Investment After Rate Cuts?

    In the ever-evolving world of finance, the Federal Reserve's decisions can send ripples through the investment community. Recently, the Fed has cut interest rates, and this has sparked questions about the future of money market funds. Are they still a viable option for investors, or should we be looking elsewhere? In this episode of the Time Blueprint podcast, financial advisor Frank Oliver from Oliver Asset Management dives deep into these pressing questions.Here’s some of what we discu...

    6 min

  8. 07/11/2024

    Encouraging Your Spouse To Get Involved In The Financial Plan

    Today we’re going to answer a question from the mailbag asking about whether you should make your spouse get more involved in the finances as you near retirement. What does Frank think? We’ll find out in this video as Frank offers practical advice on encouraging participation and shares stories that highlight the importance of both partners being informed about their finances. Here’s some of what we discuss in this episode:0:00 – Intro3:00 – Strategies 4:40 – The Five Simple Steps g...

    6 min
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Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in Longmont, Colorado, Frank has helped hundreds of families over the years achieve their retirement goals. Listen and watch the podcast on YouTube as we offer clear strategies and straightforward advice, all designed to empower you in your financial journey. Welcome to The T.I.M.E Blueprint! Visit https://www.oliverassetmanagement.com/ or call 720-897-8463 to get in touch!

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