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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
Sisällön tarjoaa Frank Oliver. Frank Oliver tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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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