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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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Investment Planning and Getting the Most Out of Your Money
Manage episode 381762366 series 3512330
Frank Oliver द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Frank Oliver या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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 investing portion of a client’s plan, how the different buckets of money are divided, and how we structure a plan to make sure your money is working for you throughout your retirement.
Here’s some of what we discuss in this episode:
0:00 – Intro
3:54 – What’s the goal?
8:24 – Risk profiles
12:04 – Fees
14:53 – Active vs passive management
18:20 – Getting to know Frank
21:18 – Mailbag question on pensions
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
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