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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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Building an Effective Income Plan
Manage episode 379584412 series 3512330
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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 decumulating versus accumulating throughout your working career. Second, it takes several steps to determine what you’re going to need to make your money last through retirement, and that’s hard to do on your own.
Here’s some of what we discuss in this episode:
0:00 – Intro
2:58 – Without an income plan, do you really have a retirement plan?
4:26 – Why are so many unprepared here?
6:38 – Steps to putting that income plan in place
9:13 – Real-life example
14:32 – What phone app does Frank use the most?
16:36 – Mailbag question on debt
It’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
Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time
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