Perfect Game Retirement

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/

Ep 47: Mailbag: Pension Options

We open up the mailbag to answer some of our listener's questions on today's podcast. We will cover managing your risk tolerance, options for a pension, and early retirement considerations.
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 46: Unreasonable Requests

Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 45: Tax Consequences - Pros & Cons of Various Account Type

There's a variety of different tax accounts to choose from, and while some seem good in the short term, they also carry long-term consequences. Let's further examine the different types and what pros and cons that accompany them.
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/

Ep 44: How Overconfidence Can Lead To Financial Ruin

Confidence is always important when it comes to a financial plan, but sometimes being overconfident can also be the demise of that plan. Let's talk about what mistakes people can make when it comes to being overly confident.
Show Notes:
Call: 470-508-0508
Website: https://blackoakam.com/