Holiday Party 2018

January 8, 2019

Thank you to everyone who attended our 13th Annual Holiday Party at Frank & Brittany Oliver’s home.We had a wonderful time celebrating with everyone and are thankful for each and every client that trusts us with their retirement income.

Button
Button
Button
Button
Button
Button
Button
Button
Button
Button

< Older Post

Newer Post >

“Which Account Should I Withdraw From First in Retirement?”

By Walter Storholt • February 20, 2025

In today’s video, Rebecca asks an important question about retirement planning: With four different investment accounts- her 401(k), IRA, Roth IRA, and individual account- she’s wondering which one she should withdraw from first when she retires next year and needs income.

5 Financial Mistakes to Avoid in Your 60s

By Walter Storholt • February 13, 2025

Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. In today’s episode, Frank discusses 5 common financial blunders to avoid during this pivotal decade.

Should You Claim Social Security While Still Working?

February 6, 2025

In today’s mailbag episode, we’re answering a question from Bobby about Social Security. He plans to keep working for another two years but wonders if he should start taking his benefits now since he’s reached full retirement age. Is it a smart move, or could waiting be a better strategy?

How To Change Your Money Attitude In 2025

By Walter Storholt • January 30, 2025

We've got some financial changes that'll help you out and some new mindsets and mentalities that'll put you in the right direction as you go through the new year.

Is It A Bad Idea To Become A Renter Again In Your 50s?

By Walter Storholt • January 23, 2025

A listener recently reached out, sharing that their house feels like a constant money pit. They're dealing with one repair after another, and the cost and effort are leaving them frustrated. They’ve asked Frank if he thinks it would be a bad idea to sell the house and rent while they figure out their next move.

Choosing the Right Tax Professional in 5 Easy Steps

January 22, 2025

Why do you need a tax professional?

Leaving a Legacy: Life Insurance vs Roth IRAs

January 22, 2025

3 Differences Between Life Insurance and Roth IRAs

How To Invest For Short-Term Goals

By Walter Storholt • January 16, 2025

Are you saving for something big in the next few years, like a wedding or a down payment on a house? You might be wondering how to make your money work harder in the short term without taking on too much risk. In this video, Frank talks about products he calls “defined outcome investments,” which may offer higher yields than traditional CDs and bonds while providing downside protection. Whether you’re planning for something in the next 1 to 3 years, Frank explains how these products might help you balance risk and reward.

Best Side Hustles for Colorado Retirees (2025 Edition)

By Walter Storholt • January 9, 2025

As you approach retirement, have you thought about how you’d like to spend your newfound free time? Maybe a part-time job or a side hustle is something that could appeal to you! Frank has been in this industry for a long time, so today he's going to share some of the most interesting side hustles he's seen some of his clients take on during retirement.

Retirement Spending Strategies To Help You Spend With Confidence

By Walter Storholt • January 2, 2025

It’s the beginning of a new year – a time when many of us make resolutions to improve our lives. But how often do we resolve to improve the way we feel about our finances? Today, we’re talking about spending with confidence, a surprising challenge for many retirees.

Link to Ed Slott Master Elite IRA Advisor Group

720.897.TIME (8463)

[email protected]

1729 Terry Street, Longmont, CO 80501

Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Oliver Asset Management are unaffiliated entities.

Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.

*Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited and clients received no compensation (cash or non-cash). Past performance is no guarantee of future results. Testimonials are encouraged and welcomed from all prospects and clients. Investment advisory services offered through CreativeOne Wealth, LLC, a registered investment advisor. CreativeOne Wealth is not affiliated with Oliver Asset Management. Additional information about CreativeOne Wealth, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using CRD #281213.