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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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Investment Planning and Getting the Most Out of Your Money
Manage episode 381762366 series 3512330
İçerik Frank Oliver tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Frank Oliver veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Today we’re moving to the third pillar in the T.I.M.E™ process as we delve into investment planning and money. When people think about financial planning, this is often the piece of the puzzle that comes to mind first as you work to grow your money in a responsible way.
Today we’ll walk you through a high-level look at how we work through the investing portion of a client’s plan, how the different buckets of money are divided, and how we structure a plan to make sure your money is working for you throughout your retirement.
Here’s some of what we discuss in this episode:
0:00 – Intro
3:54 – What’s the goal?
8:24 – Risk profiles
12:04 – Fees
14:53 – Active vs passive management
18:20 – Getting to know Frank
21:18 – Mailbag question on pensions
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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