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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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Patience Pays: The Power of Delayed Gratification
Manage episode 396123963 series 3512330
Contenido proporcionado por Frank Oliver. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Frank Oliver o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit when you should really consider the delayed rewards…
While it can be tempting to pass up on a 401k match when money is tight or take Social Security as soon as you turn 62, considering the broader implications and future impact of those choices is critical.
Here’s some of what we discuss in this episode:
0:00 – Intro
3:41 – Passing up on 401k match
5:51 – Saving in tax-deferred accounts
8:30 – Depleting emergency fund
10:38 – Cashing out retirement plan
13:48 – Taking Social Security at 62
18:10 – Getting to know Frank
21:07 – Listener question
It’s T.I.M.E for a plan! Schedule a free session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time
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