How To Successfully Climb The Retirement Mountain episode artwork

EPISODE · Jan 4, 2024 · 27 MIN

How To Successfully Climb The Retirement Mountain

from The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management · host Frank Oliver

Ready for an adventure? Think of retirement planning as climbing a mountain. It's not just about the climb up; it's about preparing wisely, tackling the ups and downs, and even planning your way back down.We're talking about setting milestones, dealing with market surprises, and making sure your hard-earned savings last through your entire retirement journey. Join us as we gear up with some smart strategies and insights, making sure you reach the top and enjoy the view!At the end of the episode, Frank provides advice on securing cash for closing on a home without resorting to a substantial IRA withdrawal. Here’s some of what we discuss in this episode:0:00 – Intro2:50 – Preparing For the Climb5:55 – The Ascent9:30 – Base Camps12:00 – The Summit15:25 – Descending Safely19:53 – Favorite Sushi22:15  – Listener QuestionLearn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com/time Phone: (720) 897-8463Contact our team: https://www.oliverassetmanagement.com/contact#CalendlyIt’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09 Get a copy of Frank’s book: https://www.oliverassetmanagement.com/book-copy-requestCheck out our other no-cost financial resources here: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheetsAccess your Ed Slott Master Elite IRA Advisor Toolbox: https://www.oliverassetmanagement.com/colorado-ed-slott-master-elite-ira-advisorAttend an upcoming event: https://www.oliverassetmanagement.com/events Check us out on YouTube: https://www.youtube.com/channel/UCmqjvQuXjfc01YRwMUJBAsQFacebook: https://www.facebook.com/OliverAssetManagement/LinkedIn: https://www.linkedin.com/company/oliver-asset-management-co/

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Ready for an adventure? Think of retirement planning as climbing a mountain. It's not just about the climb up; it's about preparing wisely, tackling the ups and downs, and even planning your way back down. We're talking about setting milestones, dealing with market surprises, and making sure your hard-earned savings last through your entire retirement journey. Join us as we gear up with some smart strategies and insights, making sure you reach the top and enjoy the view! At the end of the epi...

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How To Successfully Climb The Retirement Mountain

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