The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management copertina

The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management

The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management

Di: Frank Oliver
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Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in Longmont, Colorado, Frank has helped hundreds of families over the years achieve their retirement goals. Listen and watch the podcast on YouTube as we offer clear strategies and straightforward advice, all designed to empower you in your financial journey. Welcome to The T.I.M.E Blueprint! Visit https://www.oliverassetmanagement.com/ or call 720-897-8463 to get in touch!

© 2025 © 2023 The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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  • The 6 Retirement Questions Smart People Ask
    Dec 4 2025

    You’ve probably heard the saying, “There’s no such thing as a bad question.” But in retirement planning, the way you frame your question often determines the quality of your answer. In this episode, we’ll share some common retirement questions, and how a simple reframing might lead to a more useful answer.

    Here’s what we discuss in this episode:

    💭 A different way to think about long-term care decisions

    🧾 Thinking about taxes beyond just “this year”

    🧮 Social Security: why maximizing isn’t always the goal

    🏠 Deciding whether to pay off mortgage debt

    🪣 How bucket planning helps you manage (not avoid) risk

    Learn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com/time
    Phone: (720) 897-8463
    Contact our team: https://www.oliverassetmanagement.com/contact#Calendly
    It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09

    Get a copy of Frank’s book: https://www.oliverassetmanagement.com/book-copy-request
    Check out our other no-cost financial resources here: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheets
    Access your Ed Slott Master Elite IRA Advisor Toolbox: https://www.oliverassetmanagement.com/colorado-ed-slott-master-elite-ira-advisor
    Attend an upcoming event: https://www.oliverassetmanagement.com/events

    Check us out on YouTube: https://www.youtube.com/channel/UCmqjvQuXjfc01YRwMUJBAsQ

    Facebook: https://www.facebook.com/OliverAssetManagement/
    LinkedIn: https://www.linkedin.com/company/oliver-asset-management-co/

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    20 min
  • Are Two Financial Advisors Too Many?
    Oct 30 2025

    Some people believe having two financial advisors means double the wisdom. But could it really mean double the problems? Today, Frank tackles a listener’s question about whether splitting money between multiple advisors could be beneficial or just create more confusion. Do more voices mean more value? Tune in as we discuss that idea today!

    Here’s what we discuss in this episode:

    💬 Two-Advisor Dilemma: why some people think more advisors mean more wisdom

    🤯 Confusion & Diversification Myths: how too many voices can create problems

    📈 Tax Impacts & Roth Conversions: when uncoordinated strategies could cost you money

    🤝 When It Works: cases where multiple advisors can actually add value

    Learn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com/time
    Phone: (720) 897-8463
    Contact our team: https://www.oliverassetmanagement.com/contact#Calendly
    It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09

    Get a copy of Frank’s book: https://www.oliverassetmanagement.com/book-copy-request
    Check out our other no-cost financial resources here: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheets
    Access your Ed Slott Master Elite IRA Advisor Toolbox: https://www.oliverassetmanagement.com/colorado-ed-slott-master-elite-ira-advisor
    Attend an upcoming event: https://www.oliverassetmanagement.com/events

    Check us out on YouTube: https://www.youtube.com/channel/UCmqjvQuXjfc01YRwMUJBAsQ

    Facebook: https://www.facebook.com/OliverAssetManagement/
    LinkedIn: https://www.linkedin.com/company/oliver-asset-management-co/

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    10 min
  • What It’s Really Like to Be A Client Of A Financial Advisor
    Sep 25 2025

    We often talk about what it’s like to become a client, but today let’s talk about what it’s like to be a client. Money matters change over time, but the value of a real relationship with an advisor- someone who knows your story and cares about your outcome- never does. In this episode, Frank pulls back the curtain on what ongoing client relationships look like inside his practice, Oliver Asset Management.

    Here’s what we discuss in this episode:

    🤝 Unexpected Benefits: Surprising perks to having an advisor in your corner

    💬 Beyond the numbers: Financial planning is also about relationships and building trust

    📅 Ongoing reviews: How regular check-ins can help monitor progress

    🎉 Client Community: Social and informational events that bring clients together

    🎯 Advisor & Coach: Supporting clients through planning conversations and major life transitions

    Learn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com/time
    Phone: (720) 897-8463
    Contact our team: https://www.oliverassetmanagement.com/contact#Calendly
    It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09

    Get a copy of Frank’s book: https://www.oliverassetmanagement.com/book-copy-request
    Check out our other no-cost financial resources here: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheets
    Access your Ed Slott Master Elite IRA Advisor Toolbox: https://www.oliverassetmanagement.com/colorado-ed-slott-master-elite-ira-advisor
    Attend an upcoming event: https://www.oliverassetmanagement.com/events

    Check us out on YouTube: https://www.youtube.com/channel/UCmqjvQuXjfc01YRwMUJBAsQ

    Facebook: https://www.facebook.com/OliverAssetManagement/
    LinkedIn: https://www.linkedin.com/company/oliver-asset-management-co/

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    11 min
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