Perfect Game Retirement
The Perfect Game Retirement Podcast is brought to you by Black Oak Asset Management, serving the greater Atlanta area with offices in Alpharetta, Cartersville and Macon. Former professional baseball player and now financial coach, Ryan Ledden, is your host. This is the show that'll help you make the right decisions, so you can pitch a "perfect game" in retirement.
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Episodes
Thursday Aug 17, 2023
Thursday Aug 17, 2023
It’s time to dive back into the mailbag and answer a bunch of financial questions that have come our way recently. We’ll tackle a wide variety of scenarios and planning items so there’s a good chance we’ll address something that could impact you in the future.
Here’s some of what you’ll learn in this episode:
Is it a good idea to help out your daughter and her boyfriend with money to buy a home?
If you’re worried about a recession coming, should you change the way you’re invested?
How do people get comfortable with the idea of no longer having a paycheck coming in?
Should you keep your mortgage for the tax deduction in retirement?
Some different options to consider to help your grandchildren pay for college.
Is it worth sticking around for a job you don’t enjoy because the pay is really good?
Visit us online: https://blackoakam.com/
Get in touch with the Black Oak team: https://blackoakam.com/contact-us/
Thursday Aug 03, 2023
Thursday Aug 03, 2023
In this episode, we'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance. Tune in and take charge of your retirement cash flow!
Here’s some of what you’ll learn in this episode:
The different types of income sources that we typically use for clients.
How you should diversify your income streams like you do investments.
What is guaranteed income versus non-guaranteed income.
How to structure your income to cover your needs and what to use to take care of those wants.
Visit us online: https://blackoakam.com/
Get in touch with the Black Oak team: https://blackoakam.com/contact-us/
Thursday Jul 20, 2023
Thursday Jul 20, 2023
Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it's important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-provoking episode as we dissect the reasons why someone should NOT invest in a 401(k).
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/
Thursday Jul 06, 2023
Thursday Jul 06, 2023
Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets required for these battles…
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/
Thursday Jun 15, 2023
Thursday Jun 15, 2023
From time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from these other professions. Today, we’re seeing what we can learn from teachers and the issues they face.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/
Thursday Jun 01, 2023
Thursday Jun 01, 2023
In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. So, join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/
Thursday May 18, 2023
Thursday May 18, 2023
Today, we're diving into a topic that affects everyone, regardless of age or financial status: how age and wisdom impact financial planning. No matter where you are in life, your financial goals and priorities will change over time, and it's important to have a plan that reflects your unique needs. In this episode, we'll explore the ways in which age and wisdom impact financial planning strategies and provide practical tips and insights to help you make informed decisions about your finances.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/
Thursday May 04, 2023
Thursday May 04, 2023
Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/
Thursday Apr 20, 2023
Thursday Apr 20, 2023
Are you a golfer? Even if you're not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one might be thrilling, but it won't necessarily guarantee your overall success. And just like you need different clubs in your golf bag to play a round, you need a well-balanced approach to your investments in retirement. But perhaps the most important lesson from golf is the value of having a caddy. In retirement planning, a financial advisor can help you navigate the hazards and make the most of your financial "clubs." Tune in to this episode to learn more about how the game of golf can help you plan for a successful retirement.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/
Thursday Apr 06, 2023
Thursday Apr 06, 2023
Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We'll discuss practical tips and strategies to help you plan for these expenses and ensure a secure and comfortable retirement.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/