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
Learn more about the T.I.M.E. planning process by clicking here.
You can also schedule a free planning session with Frank Oliver and the team by clicking here.
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.
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