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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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Financial Lessons From Your Favorite Game Shows
Manage episode 452153522 series 3512330
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Everyone loves a good game show. Whether it’s spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people turn their retirement planning into a game? Spoiler alert: it’s not always a win!
In this episode, we tackle the risky moves people make when they treat their finances like a game of chance.
Here’s what we discuss in this episode:
0:00 – Intro
3:48 – The Price Is Right
5:39 – Are You Smarter Than a Fifth Grader?
8:57 – Who Wants to be a Millionaire?
11:16 – Family Feud
12:53 – Custom planning process with Oliver Asset Management
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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