The Perfect Game Retirement Podcast is brought to you by Black Oak Asset Management, serving the greater Atlanta area with offices in Alpharetta, Lawrenceville 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.
Don’t forget to subscribe to the show on your favorite apps, so you never miss an episode.
The Perfect Game Retirement Podcast is brought to you by Black Oak Asset Management, serving the greater Atlanta area with offices in Alpharetta, Lawrenceville 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.
Don’t forget to subscribe to the show on your favorite apps, so you never miss an episode.
Subscribe On Your Favorite App
Episode Show Notes
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…
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.
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.
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.
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.
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.
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.
Subscribe On Your Favorite App
Episode Show Notes
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…
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.
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.
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.
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.
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.
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.
