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Oliver Asset Management @UCmqjvQuXjfc01YRwMUJBAsQ@youtube.com

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Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver


Social Security considerations for primary earners Tax-efficient retirement account withdrawals A solid financial plan balances THESE 3 key areas Financial planning is easier than you think The hidden costs of claiming Social Security early Invest or Pause During Volatile Markets? It's Okay to Spend, But Have a Budget Selling the house to rent in your 50s? Invest smart for your short-term goals Why many retirees chose part-time jobs in retirement Smart spending in retirement Becoming a confident spender in retirement You cannot time the market Market volatility can be GOOD for your 401k? Is paying off your mortgage early worth it? Don’t let overvalued stocks ruin your portfolio Dividends shouldn't replace appreciation Do dividends signal a strong company? Don't be CASH HEAVY What's the future of money market funds? Bring your spouse to financial meetings Both spouses should be involved Financial planning for the punches Is paying cash for a car smart? Thoughts from a financial advisor Guiding you to your retirement date Personalized financial planning begins with knowing you Can you stop paying premiums on a life insurance policy? Why you need to update beneficiaries Frank Vs Rattlesnake Gone Wrong! (Story Time) Don't write a check to your advisor Aim for An Enjoyable Retirement How Should I Invest an Inherited IRA? Protect AND Grow Your Portfolio 401(k) Vs. IRA "Do I Need To Keep Contributing To My 401k?" Financial uncertainty around elections Beware of Over-Relying On Social Security Nerding Out On Financial Plans What Is A QDRO? Do I Need A Complicated Financial Plan? Using Your Assets Wisely for Long-Term Care There Are Two Types Of Investors... Building A Retirement Plan Starts With These Key Factors The First Step To Stop Procrastinating Your Finances The Tax Benefits of Life & Long-Term Care Insurance Funding A House With Your Retirement Account? Long-Term Care Insurance in Retirement? RMDs on Inherited IRAs: 2024 Update