How To Successfully Climb The Retirement Mountain
How To Successfully Climb The Retirement Mountain
January 4, 2024

Ready for an adventure? Think of retirement planning as climbing a mountain. It's not just about the climb up; it's about preparing wisely, tackling the ups and downs, and even planning your way back down.

Ready for an adventure? Think of retirement planning as climbing a mountain. It's not just about the climb up; it's about preparing wisely, tackling the ups and downs, and even planning your way back down.


We're talking about setting milestones, dealing with market surprises, and making sure your hard-earned savings last through your entire retirement journey. Join us as we gear up with some smart strategies and insights, making sure you reach the top and enjoy the view!


At the end of the episode, Frank provides advice on securing cash for closing on a home without resorting to a substantial IRA withdrawal. 


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

0:00 – Intro

2:50 – Preparing For the Climb

5:55 – The Ascent

9:30 – Base Camps

12:00 – The Summit

15:25 – Descending Safely

19:53 – Favorite Sushi

22:15  – Listener Question


Subscribe & follow the show for free on your favorite apps:

Helpful Resources:

Learn more about the T.I.M.E. planning process by clicking here.


You can also schedule a free planning session with Frank Oliver and the team by clicking here.

Get your copy of Frank's book!

October 30, 2025
Would you rather have a million dollars today, or a magic penny that doubles every day for 30 days?
October 30, 2025
Planning for Health Savings Account (HSA)Distributions in 5 Easy Steps. A health savings account is a tax-advantaged medical savings account that helps people pay for qualified out-of-pocket medical expenses. What are the withdrawal rules for HSAs? Are there special considerations that must be taken into account?
By Walter Storholt October 30, 2025
Today, Frank tackles a listener’s question about whether splitting money between multiple advisors could be beneficial or just create more confusion.
September 25, 2025
We often talk about what it’s like to become a client, but today let’s talk about what it’s like to be a client. In this episode, Frank pulls back the curtain on what ongoing client relationships look like inside his practice, Oliver Asset Management.
September 24, 2025
What is an RMD (required minimum distribution)? An RMD is the minimum amount that must be withdrawn from a retirement account each year.
September 24, 2025
What is a qualified charitable distribution (QCD)? A QCD is a distribution from an IRA that goes directly to a qualifying charity and is not included in the taxable income of the IRA owner. A QCD cannot be made from an employer plan. A QCD can be up to $108,000 for 2025, per individual.
By Ryan Wilson August 28, 2025
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.
By Ryan Wilson August 28, 2025
What a wonderful day together! We had so much fun celebrating with such an incredible group of clients.
By Ryan Wilson August 28, 2025
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.
By Ryan Wilson August 28, 2025
Thank you for making this day so memorable! We had a blast and hope you did too.
Show More