The Beauty of Simplicity When Planning For Retirement

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

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In this episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning.
One of the key takeaways from the episode is the importance of having a clear plan. Frank advises starting with basic questions like, "When do you want to retire?" and "What are your financial goals?" These simple questions lay the foundation for a more detailed plan.
Here’s some of what we discuss in this episode:

0:00 – Intro

2:20 – Simplifying complex financial concepts

4:40 – Why do people feel overwhelmed?

6:16 – Taking the first steps to simplify

10:27 – What a consultation with Oliver Asset Management looks like

16:12 – Getting-to-know Frank

17:33 – Listener question
It’s T.I.M.E for a plan! Schedule a no-cost 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