Perfect Game Retirement

Ep 77: What’s Your Biggest Financial Fear?

We took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 76: Top Tax Questions For Retirees In 2023

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 75: Back To Basics: Understanding Income Planning

It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if it’s true and further explore why so many retirees and pre-retirees don’t understand the importance of an income plan, nor how to properly construct one. This is a foundational topic for anyone preparing for retirement, so make sure you hear this one.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 74: 2023 Edition 10 Point Checklist For Retirement Preparedness

Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 73: The Top 5 401(k) Mistakes You Need To Avoid

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 72: The Financial Therapist: When It’s OK If A Visit To Your Advisor Feels Like Counseling

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 71: Mailbag - Splitting Up Assets During A Divorce

On this episode, we will be answering some mailbag questions that have come in. We will discuss if it's wise to pay off your investment properties, how much you should contribute to your child's college expenses, and how to split up assets during a divorce.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 70: The Retirement Marathon - Finishing The Race

Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 69: Most Common Retirement Planning Questions About Taxes

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 68: The Money Gridiron: What Football Teaches Us About Retirement Planning

At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning…
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/