Today's Focus: It’s impossible to ignore the rising costs in everyday expenses right now and it’s clear that inflation will need to be incorporated into planning moving forward. Today we’ll explore the impact inflation is having on retirees and pre-retirees and discuss the things you should be considering with your financial [...]
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.
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.
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.
It’s time to peel back the curtain a little bit to learn about your financial advisor.
Today's Puzzle: The SECURE Act, when rolled out in 2020, was some of the most significant retirement legislation in years, but the government is already discussing further changes. Let’s run through the list of proposals and find out how they might impact planning in the future. [spp-player url=https://mcdn.podbean.com/mf/web/zaxybe/166_-_NIKKI_EARLEY_-_SECURE_ACT_2073h05.mp3] (Click the featured [...]
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.
Today's Puzzle: The statements we’ll run though on the show today are basic common sense that nearly everyone would agree with, but our behave often doesn’t line up. Today look at these straight-forward approaches and explain what keeps us from following them. [spp-player url=https://mcdn.podbean.com/mf/web/5pzakn/165_-_NIKKI_EARLEY_-_UNCOMMON_SENSEbg2kk.mp3] (Click the featured times below to jump [...]
Today's Puzzle: On today’s show, we’re going to be talking about financial planning in President Biden’s America. We’re past his 100th day in office, so let’s take a look at the impacts in financial planning and the markets. [spp-player url=https://mcdn.podbean.com/mf/web/6zhsn6/164_-_NIKKI_EARLEY_-_BIDEN_FINANCESa3lts.mp3] (Click the featured times below to jump forward in the episode) [...]
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.
Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
Check the background of this firm on FINRA’s BrokerCheck
© Copyright Black Oak Asset Management. All Rights Reserved
