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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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Getting to Know Frank Oliver
Manage episode 377269996 series 3512330
Kandungan disediakan oleh Frank Oliver. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Frank Oliver atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Thanks for joining us for the first episode of The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. We’re excited to have you and look forward to the financial planning and retirement conversations we’ll have every show.
To get things kicked off, we wanted to take a little time telling you more about who we are and provide some background on Oliver Asset Management. We’ve been around the Colorado area all of our life, so we’ll tell you why it’s special to us and what you might find us doing away from the office.
Plus, we’ll give you a preview of what we hope you’ll learn from each show and who will get the most out of the conversations we have with Frank. Please subscribe to the show if you like what you hear and stay tuned for more from The T.I.M.E Blueprint.
Here are some of the highlights from this episode:
0:00 – Intro
1:05 – Frank’s background
3:00 – How the business has evolved
4:13 – What being a financial advisor means
9:00 – What we like most about Colorado
12:33 – Frank’s passion for flying
13:39 – What we hope you learn from the show
16:03 – Frank’s favorite TV show growing up
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
15 episod
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