Everyone loves a good game show. Whether it’s spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people turn their retirement planning into a game? Spoiler alert: it’s not always a win!
In this episode, we tackle the risky moves people make when they treat their finances like a game of chance. Join us for a few fun examples of how putting a little more thought and planning into to your retirement can go a long way. If you have any questions about your financial plan, don’t hesitate to reach out to Frank and the team!
Here’s some of what we discuss in this episode:
0:00 – Intro
3:48 – The Price Is Right
5:39 – Are You Smarter Than a Fifth Grader?
8:57 – Who Wants to be a Millionaire?
11:16 – Family Feud
12:53 – Custom planning process with Oliver Asset Management
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Learn more about the T.I.M.E. planning process by clicking here.
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A huge thank you to everyone who joined us! We’re so grateful for our amazing clients and the joy you bring to every gathering.
What a wonderful day together! We had so much fun celebrating with such an incredible group of clients.
We’re so thankful for each of you who came out! These events are always more special because of the laughter and memories we share.
Thank you for making this day so memorable! We had a blast and hope you did too.
It’s always a pleasure connecting outside the office. Thank you for making this such a fun and memorable event!
What a fantastic event with even better company! We’re so grateful for each of you who joined us.
We loved seeing so many friendly faces! Your presence made this day extra special.
We had such a wonderful time together! Thank you for making the day full of laughter and great memories.
What is a Roth IRA conversion? A Roth IRA conversion is the process of moving IRA or employer plan assets to a Roth IRA.
Leaving a Legacy
