Welcome To Our Podcast
The Perfect Game Retirement Podcast is brought to you by Black Oak Asset Management, serving the greater Atlanta area with offices in Alpharetta, Cartersville and Macon. Former professional baseball player and now financial coach, Ryan Ledden, is your host. This is the show that’ll help you make the right decisions, so you can pitch a “perfect game” in retirement.
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/
The Perfect Game Retirement Podcast is brought to you by Black Oak Asset Management, serving the greater Atlanta area with offices in Alpharetta, Cartersville and Macon. Former professional baseball player and now financial coach, Ryan Ledden, is your host. This is the show that’ll help you make the right decisions, so you can pitch a “perfect game” in retirement.
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Episode Show Notes
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.
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.
Ep 45: Tax Consequences – Pros & Cons of Various Account Types
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.
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.
Ep 43: Financial Mistakes Couples Often Make
Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up.
Ep 42: Mind The Gap
If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning.
Ep 41: Mailbag! Answering Your Financial Questions
We dedicate this show to answering some mailbag questions. Today we will discuss estate taxes, planning out a retirement with a significant age gap, and robo advisors.
Ep 40: What Makes Your Financial Advisor Tick?
It’s time to peel back the curtain a little bit to learn about your financial advisor.
Ep 39: It’s Just a Joke
Talking about finances doesn't always have to be so serious. In today's episode, we use a couple of dad jokes to discuss some common misconceptions and topics that viewers may be unsure about.
Ep 38: 5 Things You Must Know About Decumulation To Retire Successfully
Often times we focus just on the accumulation of assets as we near retirement, but decumulation is just as important when it comes to collecting those assets.
Ep 37: Learning Through Uncommon Sense
At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
Ep 36: Not Your Father’s Retirement
If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.
Ep 35: Do Retirees Really Need Life Insurance?
Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses.
Ep 34: Financial Fact or Fiction
Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.
Ep 33: How Long Will Your Money Last? Let’s Run The Numbers
If you had a million dollars, how long would it last you in retirement? How drastically does that longevity change if you move to a bigger/smaller city? We’ll take a look at some stats from various areas across the country to show how difficult it is to make your money last in some areas, and how easy it might be in others.
Ep 32: Are You Flirtin’ With Disaster?
Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it on today's show.
Ep 31: The Status of the American Pension Plan
Are pension plans truly disappearing across the country? Let’s take a look at the status of pension plans in America and how changes in that space impact you when planning for retirement.
Ep 30: This is Why You Never Assume
You know what they typically say about making assumptions. Ryan shares many of the common assumptions people have about their financial future and how you should prepare for them before it's too late.
Ep 29: Retirement Planning For Business Owners
Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues.
Ep 28: How Women Can Make Sure They’re Involved In Financial Decisions
A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the lead decision maker. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions.