Perfect Game Retirement

What Financial Advisors Wish Every Investor Knew

Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood.
 
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Is Your Financial Judgment 'Impaired'?

Are you making decisions about your money with a clear mind? Or are you financially ‘impaired’? December is National Impaired Driving Prevention Month, so we’re exploring the surprising parallels between dangerous driving habits and risky financial choices. In this episode, learn how to stay financially ‘sober,’ avoid costly mistakes, and keep your money on the road to success.
 
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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

Mailbag: Should My Husband Be More Involved In Financial Planning?

We're diving into the mailbag today on the show. Tune in as Ryan answers a variety of financial and retirement planning questions. Ruth asks if her husband should get more involved in managing their household finances as retirement approaches. Rachel wonders what investment options make the most sense for someone in her high-income position. Let's jump in!
 
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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

Social Security Shake-Up: How Raising the Retirement Age Could Impact You

Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. On this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security.
 
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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

Unlock Your Potential During National Financial Planning Month

With National Financial Planning Month upon us, we’re sitting down with Ryan to uncover the strategies and steps that go into building a personalized financial plan. From that first phone call to implementing a strategy that aligns with your goals, this discussion will offer valuable insights for anyone looking to understand what it looks like to go through the planning process with a real financial advisor.
 
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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

Unusual Fears & Financial Planning: Lessons from the Strangest Phobias

In this episode, we’re exploring some of the world’s most unique and quirky fears—and believe it or not, they have a lot more in common with your financial life than you might think. From the fear of long words to the fear of peanut butter sticking to the roof of your mouth, we’ll explore how these anxieties mirror some of the biggest concerns in financial and retirement planning.
 
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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

Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning

Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into the 'How Do You Knows' of retirement planning.
 
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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

Tailoring Your Financial Jersey for a Perfect Retirement Fit

Imagine your retirement plan as a sports jersey, customized just for you. Today, we're exploring how every detail from numbers to names can define your financial future.
 
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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

College Financial Planning: Insights For Parents and Grandparents

Paying for college has become increasingly harder with rising costs. Starting early for your child's or grandchild's education can make a big difference and reduce the need for excessive borrowing later. In this episode, we’ll cover the key aspects of college financial planning from both the parent and grandparent perspective. Join us as we discuss saving strategies, the importance of starting early, and answer your pressing questions.
 
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

The Top 401(k) FAQs In 2024

We get a lot of questions about 401ks, and we know they can be tricky to navigate. That's why we're tackling your top questions in one comprehensive 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