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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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The ‘How Do You Know’ Questions of Retirement Planning
Manage episode 438330480 series 3512330
Contenuto fornito da Frank Oliver. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Frank Oliver o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Were you ever the kid growing up that had to ask, “how do you know?” or “why?” about anything and everything? Turns out, having that inquisitive nature is something that can be extremely valuable to us as we plan out our finances and our retirements, and in today’s show, we’ll dive into some of those questions that you should be asking as you approach your retirement.
Here’s what we discuss in this episode:
0:00 – Intro
4:19 – Knowing how much income you need to retire.
7:55 – How to know when you are financially ready to retire.
9:22 – What about annuities?
11:51 – When to start taking social security benefits.
15:10 – Camping or the beach?
17:21 – Mailbag
Download your Social Security guide: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheets
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
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