Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.
Here’s some of what we discuss in this episode:
Visit us online: https://blackoakam.com/
Get in touch with the Black Oak team: https://blackoakam.com/contact-us/
Get more financial education on our YouTube Channel: https://bit.ly/45kJlwI
Retirement Questions That Every Generation Is Asking
Finance Fortress: Practical Strategies for Protecting Retirees Against Scams & Fraud
Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket
Retirement Planning Is Harder Than It Used To Be
Mailbag: Social Security, Caring For Aging Parents, Company Stock & More
Are Your Good Money Habits Holding You Back?
The Questions You Must Ask Your Financial Advisor
Patience Pays: The Power of Delayed Gratification
Financial Tweaks That Matter: Small Steps, Big Impact
Money Mistakes You’ll Regret and How to Avoid Them
Retirement Planning’s “Hidden” Questions
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Are There Universal Retirement Truths?
Navigating the Transition to a New Financial Advisor
Building An Estate Plan With No Regrets
Mailbag: Recession Worries, Gifts for Children, College Funding & More
Mastering Retirement Cash Flow: Understanding Income
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
Retirement Rebels: Winning Your Financial Independence
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
The Commercial Edge: Unleash the Power of People
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast