The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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!
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Social Security Claiming Tips For Different Family Situations
Social Security claiming strategies can vary greatly depending on family dynamics. This episode explores how different family situations, such as those with a stay-at-home spouse or a blended family, could impact when and how to claim Social Security benefits to maximize your retirement income.
Here’s what we discuss in this episode:
0:00 – Intro
1:10 – The broad view
3:13 – Single-income household considerations
6:36 – Blended family considerations
8:03 – The importance of a plan
Frank’s Social Security Guide:
https://www.oliverassetmanagement.com/resources#GuidesandCheatSheets
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/
