Welcome to Our Podcast!
The T.I.M.E.™ Blueprint is your weekly guide to the intricate world of finance and investment. Every episode is packed with practical advice, insightful market analysis, and expert opinions to help you make informed decisions and understand the market dynamics. Tune in to grow your wealth, demystify the complex realm of investing, and enhance your financial future with us.
Listen to Our Latest Podcasts:
You’ve probably heard the saying, “There’s no such thing as a bad question.” But in retirement planning, the way you frame your question often determines the quality of your answer. In this episode, we’ll share some common retirement questions, and how a simple reframing might lead to a more useful answer.
Today, Frank tackles a listener’s question about whether splitting money between multiple advisors could be beneficial or just create more confusion.
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.
Your neighbor just went back to work after retiring, and now you’re wondering- did I miss something? If you’re having second thoughts, this episode is for you.
Trusts are often touted as smart estate planning tools, but could they actually reduce taxes for your heirs? In this listener mailbag episode, Frank responds to a question from Roger, who asks whether setting up a trust could help his children save on taxes when inheriting investment accounts.
If you've recently been pre-approved for a mortgage, you might be surprised by how much house you technically can buy. But qualifying for a certain loan amount doesn’t always mean it aligns with your financial goals. In today’s episode, Frank answers a listener’s question about whether it might make sense to buy at the top of your budget, or to consider a more measured approach.
If you’ve switched jobs in the past few years, chances are you’ve got an old 401k sitting somewhere, collecting dust and possibly fees. Today, Frank answers a listener’s question about what to do with old 401ks, when a rollover might make sense, and how to avoid common pitfalls when making the switch.
Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and worries for the economy amidst recent news. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it?
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.
