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The T.I.M.E. Blueprint is your weekly guide to the intricate world of finance and investment. Every episode is packed with practical advice, insightful market analysis, and expert opinions to help you make informed decisions and understand the market dynamics. Tune in to grow your wealth, demystify the complex realm of investing, and enhance your financial future with us.

Listen to Our Latest Podcasts:

“How Should I Finance My Vacation Home?”

March 20, 2025

Many retirees and pre-retirees dream of owning a vacation home that they can visit throughout the year. But if you decide to make this move, how should you go about financing a second property? That’s the question one of our listeners, Ted, asked Frank this week.

“Do I Have Too Much Insurance?”

By Walter Storholt • March 13, 2025

We've got a great listener question for you today! This week, Barry shares that he has a life insurance policy through his job, as well as a whole life policy he purchased several years ago. Now, he’s wondering- does he really need both, or should he consider canceling one?

Social Security Claiming Tips For Different Family Situations

By Walter Storholt • March 6, 2025

Social Security claiming strategies can vary greatly depending on family dynamics. This episode explores how different family situations, such as those with a stay-at-home spouse or a blended family, could impact when and how to claim Social Security benefits to help maximize your retirement income.

“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.

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.

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.

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