EPISODE · Jul 2, 2024 · 20 MIN
Retirement Rebels: Winning Your Financial Independence
from The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management · host Frank Oliver
Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement.From not relying on government programs like Social Security and Medicaid too heavily to entering retirement with no debt, these are some areas where planning ahead can make a significant difference. If you've achieved independence from these key categories, you're likely on the right track!Here’s some of what we discuss in this episode:0:00 – Intro4:13 – Independence from government6:19 – Independence from family8:22 – Independence from creditors9:41 – Independence from employment11:39 – Independence from the stock market14:08 – Getting to know Frank15:30 – Mailbag 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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Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. From not relying on government programs like Social Security and Medicaid too heavily to entering retirement with no debt, these are some areas where planning ahead can make a significant difference. If you've achieved independence fro...
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Retirement Rebels: Winning Your Financial Independence
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