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Inhoud geleverd door Frank Oliver. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Frank Oliver of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Money Mistakes You'll Regret & How To Avoid Them

29:44
 
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Manage episode 388150797 series 3512330
Inhoud geleverd door Frank Oliver. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Frank Oliver of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

“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 in as we discuss the drawbacks of early IRA withdrawals and how important it is to keep lifestyle creep in check in your peak earning years. We’ll also chat about the potential impact of overspending on tuition for your children, the risks that come with retiring early without proper planning, and more.

Here’s some of what we discuss in this episode:

0:00 – Intro

4:25 – Premature IRA withdrawals

7:34 – Lifestyle creep

10:24 – Assisting your children

13:29 – Retiring too early

18:06 – Roth IRAs

21:50 – Favorite winter activity

25:53 – Listener question about whole life insurance policy
It’s T.I.M.E for a plan! Schedule a free 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

  continue reading

22 afleveringen

Artwork
iconDelen
 
Manage episode 388150797 series 3512330
Inhoud geleverd door Frank Oliver. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Frank Oliver of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

“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 in as we discuss the drawbacks of early IRA withdrawals and how important it is to keep lifestyle creep in check in your peak earning years. We’ll also chat about the potential impact of overspending on tuition for your children, the risks that come with retiring early without proper planning, and more.

Here’s some of what we discuss in this episode:

0:00 – Intro

4:25 – Premature IRA withdrawals

7:34 – Lifestyle creep

10:24 – Assisting your children

13:29 – Retiring too early

18:06 – Roth IRAs

21:50 – Favorite winter activity

25:53 – Listener question about whole life insurance policy
It’s T.I.M.E for a plan! Schedule a free 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

  continue reading

22 afleveringen

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