Perfect Game Retirement

Ep 14: Classic Pre-Retiree Mistakes

There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.

Show Notes:

Call: 470-508-0508

Website: https://blackoakam.com/

Ep 13: What Mark Twain Can Teach Us About Money

What can we learn about money by exploring some quotes from the great Mark Twain?

Show Notes:

Call: 470-508-0508

Website: https://blackoakam.com/

Ep 12: Traditional IRA Vs Roth IRA

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.

Show Notes:

Call: 470-508-0508

Website: https://blackoakam.com/

Ep 11: Are You Paying Attention To Your Biggest Assets?

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets?

Show Notes:

Call: 470-508-0508

Website: https://blackoakam.com/

Ep 10: How to Avoid Critical Retirement Planning Mistakes

Let’s talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees…

Show Notes:

NG3 Website: www.ng3.org

FCA Website: www.fca.org

Browns Bridge Website: brownsbridge.org

Call: 470-508-0508

Website: https://blackoakam.com/

Ep 9: Retirement Accounts

The Coronavirus stimulus bill now makes it easier for Americans to withdraw money from their 401(k)s and other types of retirement accounts. Is this a wise choice to help ease the burden of the crisis?

Show Notes:

Call: 470-508-0508

Website: https://blackoakam.com/

Ep 8: Coronavirus Market Update

Time for an update on where we stand with the markets, the economy, and retirement planning as it relates to the Coronavirus pandemic.

Show Notes:

Call: 470-508-0508

Website: https://blackoakam.com/

Ep 7: Financial Crossword

If you’ve ever done a crossword puzzle, you know how much a wrong answer can mess you up. You might think that you have the right answer for 17-across, but you just can’t figure out how the answer to 13-down starts with the letters “XC.” Well, the problem is that you have the wrong answer in 17-across, and that X should really be an S.

Show Notes:

Call: 470-508-0508

Website: https://blackoakam.com/

Ep 6: Stages Of Retirement

How far out from retirement are you? 15 years? 10? 5? Is it on the doorstep? No matter which stage you’re in, there are some really important things you should be thinking about as you inch closer to that day you call it quits at work. On this episode, we’ll walk through these different stages to see exactly the kinds of things you should be doing from a planning perspective and how your focus changes as you get closer to the big day.

Show Notes:

Call: 470-508-0508

Website: https://blackoakam.com/

Ep 5: How To Set Financial & Retirement Goals

We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode.

Show Notes:

Call: 470-508-0508

Website: https://blackoakam.com/