Perfect Game Retirement

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/

Ep 67: Please Read the Fine Print

It’s been said that “the sales brochure giveth and the fine print taketh away.” On this episode, we’ll talk about some of the things we hear from people when they don’t pay enough attention to the fine print…
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 66: Retirement Planning From A Psychologist’s Point Of View

We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 65: Going Against the Grain

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/