Everyone loves a good game show. Whether it’s spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people turn their retirement planning into a game? Spoiler alert: it’s not always a win!
In this episode, we tackle the risky moves people make when they treat their finances like a game of chance. Join us for a few fun examples of how putting a little more thought and planning into to your retirement can go a long way. If you have any questions about your financial plan, don’t hesitate to reach out to Frank and the team!
Here’s some of what we discuss in this episode:
0:00 – Intro
3:48 – The Price Is Right
5:39 – Are You Smarter Than a Fifth Grader?
8:57 – Who Wants to be a Millionaire?
11:16 – Family Feud
12:53 – Custom planning process with Oliver Asset Management
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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.
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