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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
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محتوای ارائه شده توسط Frank Oliver. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Frank Oliver یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.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 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
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