Perfect Game Retirement

Ep 57: Reasons You Should Get Life Insurance

Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once the kids are out of the house, you don’t need insurance anymore. But there are some other reasons why life insurance can be a useful part of your retirement plan.
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 56: The Most Important Birthdays In Retirement Planning

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age.
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 55: Home Run Retirement Planning - How Baseball Principles Also Score Financial Runs

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjack, and let’s take the financial field.
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 54: Murky Issues That Make Retirement Planning Harder

This USA Today article points out 3 murky issues that increase retirement planning’s degree of difficulty, especially in today’s economic climate. On this episode, we’ll break down the article to see if it’s worthwhile advice if the murky issues are actually that threatening, and what you can do about all of it if you’re concerned.
USA Today Article: https://www.usatoday.com/story/money/personalfinance/retirement/2022/02/28/retirement-3-issues-making-planning-harder/49859935/
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 53: Who Even Needs A Financial Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor…
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 52: Do You Have A Money Bias? And How Much Is It Costing You?

On this episode, we’ll break down a recent CNBC article that analyzes a recent Morningstar study. The study found that most of us have at least one money bias, some of us more than one, and that those biases are very possibly costing us money in our checking, savings, investing, and retirement accounts. Listen to see if you might be impacted by a specific money bias and for strategies to get it back under control.
CNBC Article: https://www.cnbc.com/2022/01/14/98-percent-of-americans-have-at-least-1-money-bias-study.html
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 51: How Children Become Part of the Retirement Discussion

If you have kids, often they come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways those discussions play out, the role your advisor should play in navigating these conversations, and the overall impact on you and your family’s financial goals. 
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 50: Don’t Fumble Your Retirement in the Financial Red Zone

The financial red zone is a crucial time leading up to retirement. Big mistakes are going to be harder to recover from, so you have to keep your plan protected. Let's discuss exactly what the financial red zone is and how you should navigate this important time period. 
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 49: 5 Signs You’re In Good Financial Health

If retirement is on your mind, then listen up to today’s show for a 5-part checklist that’ll help measure if you’re in good financial health and setting yourself up for retirement success.
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 48: 22 Money Resolutions for 2022

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/