พอดคาสท์ Income Tax ชั้นนำ (2024)

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Don’t Make These Income Planning Mistakes 23:00

1d ago23:00

23:00

Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could put your retirement at risk. From overlooking inflation to neglecting to diversify income sources beyond Social Security, Frank and Walter will walk you through the key pit…

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The Questions You MUST Ask Your Financial Advisor 28:57

3M ago28:57

28:57

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. It's about getting clarity on how advisors work, what they specialize in, and how th…

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Patience Pays: The Power of Delayed Gratification 25:00

3M ago25:00

25:00

Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit when you should really consider the delayed rewards… While it can be tempting to pass up on a 401k match when money is tight or …

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How To Successfully Climb The Retirement Mountain 27:41

4M ago27:41

27:41

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 retirem…

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Santa’s Naughty or Nice Investment Guide 26:10

4M ago26:10

26:10

In this festive episode, we’ll sift through a sleigh-full of financial products and strategies to find out which ones deserve a spot in your financial stocking this year, and which ones are the proverbial lumps of coal. This will be an educational episode for all investors, whether you’ve been financially naughty or nice this year... Stay tuned unt…

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Money Mistakes You'll Regret & How To Avoid Them 29:44

5M ago29:44

29:44

“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? In today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you. Listen …

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Retirement Planning's "Hidden" Questions 27:43

5M ago27:43

27:43

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about reti…

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Investment Planning and Getting the Most Out of Your Money 25:56

6M ago25:56

25:56

Today we’re moving to the third pillar in the T.I.M.E™ process as we delve into investment planning and money. When people think about financial planning, this is often the piece of the puzzle that comes to mind first as you work to grow your money in a responsible way. Today we’ll walk you through a high-level look at how we work through the inves…

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Building an Effective Income Plan 22:48

6M ago22:48

22:48

Today we’re going to take you through the second piece of the T.I.M.E™ process (tax, income, money, and estate planning) with a discussion on income planning and why it’s so important for anyone preparing for retirement. This piece of the process can be very challenging for a number of reasons. First, it takes a different set of tools when you’re d…

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The Importance of Tax Planning 24:14

7M ago24:14

24:14

There’s a reason why tax planning is a key component to the planning process at Oliver Asset Management. Too often, people focus solely on growing their portfolio another three to five percent, which is important, but it’s much more difficult to make up for a 15-20% tax hit that could have been avoided by proper planning. Today we want to look a li…

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Getting to Know Frank Oliver 19:01

7M ago19:01

19:01

Thanks for joining us for the first episode of The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. We’re excited to have you and look forward to the financial planning and retirement conversations we’ll have every show. To get things kicked off, we wanted to take a little time telling you more about who we are and provide some backg…