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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:

Tax Breaks for 2025: Don’t Leave Money on the Table!

April 10, 2025

Tax season is here and it’s the perfect time to start planning for 2025 and beyond. In this episode, Frank dives into the key tax changes for 2025 that could impact your retirement strategy. From increased 401(k) contribution limits to standard deduction increases, Frank breaks down actionable strategies that could help maximize your tax savings this year and beyond.

Starting Over at 53: Smart Career Move or Financial Risk?

By Walter Storholt • April 3, 2025

Today’s topic comes from a question from Janice, who was recently laid off at 53 and is considering a career change into real estate. But to make it work, she may need to tap into her IRA to make ends meet. Could this put her long-term financial security at risk?

5 Beliefs That Could Hurt Your Retirement

By Walter Storholt • March 27, 2025

April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncovering the beliefs that can fool retirees and pre-retirees into making bad financial moves. We’ll cover some of the most common myths that can damage your retirement plans and explain why they might not make much sense for you.

“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?

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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