Perfect Game Retirement

Ep 19: Eye Opening Stats Showing How Americans Save

Vanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and how you might compare to the “normal” savings behaviors of Americans.

Show Notes:

How America Saves 2020 Article: https://institutional.vanguard.com/ngiam/assets/pdf/has/how-america-saves-report-2020.pdf

Call: 470-508-0508

Website: https://blackoakam.com/

Ep 18: Obsolete Retirement Planning Ideas

Just like your iPhone or your computer can become obsolete and need to be replaced, the way that some people think about retirement is obsolete and needs to be replaced. Let’s talk about some outdated ideas that people still cling to.

Show Notes:

Call: 470-508-0508

Website: https://blackoakam.com/

Ep 17: Financial Issues Particularly Challenging For Women

Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women.

Show Notes:

Call: 470-508-0508

Website: https://blackoakam.com/

Ep 16: How To Build Your Financial House

For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds like a lot of fun. So let’s find the similarities in building a strong financial plan and a dream home.

Show Notes:

Call: 470-508-0508

Website: https://blackoakam.com/

Ep 15: The Difficulty Of Financial Planning After The Death Of A Spouse

It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.

Show Notes:

Call: 470-508-0508

Website: https://blackoakam.com/

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/

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