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Don’t Make These Income Planning Mistakes

Don’t Make These Income Planning Mistakes

Released Thursday, 18th April 2024
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Don’t Make These Income Planning Mistakes

Don’t Make These Income Planning Mistakes

Don’t Make These Income Planning Mistakes

Don’t Make These Income Planning Mistakes

Thursday, 18th April 2024
Good episode? Give it some love!
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Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could put your retirement at risk. 

From overlooking inflation to neglecting to diversify income sources beyond Social Security, Frank and Walter will walk you through the key pitfalls to avoid when planning for retirement. Stay tuned to learn how important it is to craft a financial plan that is designed to last decades, not just years.

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

0:00 – Intro

3:33 – Planning to be retired for years, not decades

5:37 – Starting Social Security too early 

7:43 – Assuming bonds will be your main income source 

10:15 – Ignoring inflation 

12:30 – Forgetting lifetime income streams outside Social Security

17:08 – Getting to know Frank

19:36 – 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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