Perfect Game Retirement

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/

Ep 64: How Procrastination Dooms Your Financial Future

People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them…
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 63: What They’re Saying: Analyzing Advice On Surviving A Bear Market

It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But should you follow it or proceed with caution? We’ll breakdown the guidance to provide some important context and perspective.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 62: Can You Get An A+ On Our Retirement Planning Quiz?

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 61: Why Retirement Planning Ain’t What It Used To Be

In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough to help us achieve our own financial success…
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 60: Do You Concur? Picking Sides In Important Financial Debates

On this episode, we’ll try to pick sides in some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on.
Get your Retirement Coach 360 session:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 59: Mailbag - True Diversification, Inherited Home, and Long Term Care

It's a mailbag edition of the show! We will be answering some listener questions that have come in. This time around, we will discuss the tax implications when you sell an inherited home, what true diversification is, and long-term care considerations.
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 58: What to Do as You Count Down the Days to Retirement

We’ve assembled a list of priorities to keep in mind as you count down the days to retirement. From getting healthy to thinking about a post-retirement career, what do we do as we count down the days to retirement?
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/