Perfect Game Retirement

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/

Ep 4: Everything You Need to Know About Roth Conversions

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 3: Lies You Learn in Broker School

A lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s talk about the statements you should be cautious of if you hear them from a financial advisor.
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 2: Where to Find Bias in Financial Media

It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media.
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/