))
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
«
»
Don’t Make These Income Planning Mistakes
Manage episode 413291342 series 3512330
Content provided by Frank Oliver. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Oliver or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could put your retirement at risk.
From overlooking inflation to neglecting to diversify income sources beyond Social Security, Frank and Walter will walk you through the key pitfalls to avoid when planning for retirement. Stay tuned to learn how important it is to craft a financial plan that is designed to last decades, not just years.
Here’s some of what we discuss in this episode:
0:00 – Intro
3:33 – Planning to be retired for years, not decades
5:37 – Starting Social Security too early
7:43 – Assuming bonds will be your main income source
10:15 – Ignoring inflation
12:30 – Forgetting lifetime income streams outside Social Security
17:08 – Getting to know Frank
19:36 – Mailbag question
It’s T.I.M.E for a plan! Schedule a free 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
15 episodes
Share
