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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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Retirement Rebels: Winning Your Financial Independence
Manage episode 426762049 series 3512330
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Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement.
From not relying on government programs like Social Security and Medicaid too heavily to entering retirement with no debt, these are some areas where planning ahead can make a significant difference. If you've achieved independence from these key categories, you're likely on the right track!
Here’s some of what we discuss in this episode:
0:00 – Intro
4:13 – Independence from government
6:19 – Independence from family
8:22 – Independence from creditors
9:41 – Independence from employment
11:39 – Independence from the stock market
14:08 – Getting to know Frank
15:30 – Mailbag question
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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