The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management Podcast Por Frank Oliver arte de portada

The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management

The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management

De: Frank Oliver
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Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in Longmont, Colorado, Frank has helped hundreds of families over the years achieve their retirement goals. Listen and watch the podcast on YouTube as we offer clear strategies and straightforward advice, all designed to empower you in your financial journey. Welcome to The T.I.M.E Blueprint! Visit https://www.oliverassetmanagement.com/ or call 720-897-8463 to get in touch!

© 2025 © 2023 The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Economía Exito Profesional Finanzas Personales
Episodios
  • Mailbag: How to Stay Smart When the Market Drops
    May 22 2025

    Market volatility has a way of shaking confidence. It's easy to feel uncertain, but reacting without a plan could do more harm than the drop itself. In this special mailbag episode, Frank tackles timely listener questions about navigating today’s uncertain market.

    Here’s what we discuss in this episode:

    🧭 Why “stay the course” only works if you have a plan

    ⏳ What near-retirees should consider before locking in losses

    🔍Could now be a smart time to invest your sidelined cash?

    😬 The surprising reason people delay getting financial help

    Learn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com/time
    Phone: (720) 897-8463
    Contact our team: https://www.oliverassetmanagement.com/contact#Calendly
    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

    Get a copy of Frank’s book: https://www.oliverassetmanagement.com/book-copy-request
    Check out our other no-cost financial resources here: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheets
    Access your Ed Slott Master Elite IRA Advisor Toolbox: https://www.oliverassetmanagement.com/colorado-ed-slott-master-elite-ira-advisor
    Attend an upcoming event: https://www.oliverassetmanagement.com/events

    Check us out on YouTube: https://www.youtube.com/channel/UCmqjvQuXjfc01YRwMUJBAsQ

    Facebook: https://www.facebook.com/OliverAssetManagement/
    LinkedIn: https://www.linkedin.com/company/oliver-asset-management-co/

    Más Menos
    7 m
  • What the Greats Say About Market Crashes
    May 15 2025

    When the market is volatile, it's easy to feel like you're the only one who's ever felt this anxious. But some of the greatest investors in history have lived through chaos, and they left behind wisdom that still applies today. In this episode, Frank turns to voices like Warren Buffett, Benjamin Graham, and Jack Bogle to remind us how to stay grounded when everything feels uncertain.

    Here’s what we discuss in this episode:

    📉 What Buffett really means by “be greedy when others are fearful”

    🧠 Why your emotions might be your biggest financial risk

    🪂 Staying the course through stormy markets

    💼 The power of balanced portfolios, not bold bets

    Learn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com/time
    Phone: (720) 897-8463
    Contact our team: https://www.oliverassetmanagement.com/contact#Calendly
    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

    Get a copy of Frank’s book: https://www.oliverassetmanagement.com/book-copy-request
    Check out our other no-cost financial resources here: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheets
    Access your Ed Slott Master Elite IRA Advisor Toolbox: https://www.oliverassetmanagement.com/colorado-ed-slott-master-elite-ira-advisor
    Attend an upcoming event: https://www.oliverassetmanagement.com/events

    Check us out on YouTube: https://www.youtube.com/channel/UCmqjvQuXjfc01YRwMUJBAsQ

    Facebook: https://www.facebook.com/OliverAssetManagement/
    LinkedIn: https://www.linkedin.com/company/oliver-asset-management-co/

    Más Menos
    10 m
  • Weathering the Market: 90 Years of Data
    May 8 2025

    When markets are shaky, it’s tempting to pull your money out and “wait for things to settle.” But what if that instinct could cost you in lost growth? In this episode, Frank shares compelling statistics on what happens when investors miss the best days in the market, and how a few wrong moves could potentially reduce your long-term returns.

    Here’s what we discuss in this episode:

    📆 What can happen when you miss the best days in the market

    ⏳ Why pulling out early can slam the door on future growth

    🧠 How smart planning can help you weather downturns

    Learn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com/time
    Phone: (720) 897-8463
    Contact our team: https://www.oliverassetmanagement.com/contact#Calendly
    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

    Get a copy of Frank’s book: https://www.oliverassetmanagement.com/book-copy-request
    Check out our other no-cost financial resources here: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheets
    Access your Ed Slott Master Elite IRA Advisor Toolbox: https://www.oliverassetmanagement.com/colorado-ed-slott-master-elite-ira-advisor
    Attend an upcoming event: https://www.oliverassetmanagement.com/events

    Check us out on YouTube: https://www.youtube.com/channel/UCmqjvQuXjfc01YRwMUJBAsQ

    Facebook: https://www.facebook.com/OliverAssetManagement/
    LinkedIn: https://www.linkedin.com/company/oliver-asset-management-co/

    Más Menos
    10 m
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