The Key Points:
Today we are excited to be joined by Dan Oaklief, RICP®, CPFA, one of our experienced advisors at BA Schrock Financial Group. For the past three years, Dan has been hosting informative webinars to educate clients on taxes, retirement, and social security planning. In part one of this two-part episode, we’ll unpack some of the common questions Dan receives from clients about financial planning.
Dan has been answering a lot of questions recently about the current market downturn and how this might impact long-term financial plans. Join us as we explore the importance of working with a financial advisor and how sticking to a financial plan can help keep you on track during the market’s ups and downs.
Here’s some of what you’ll learn in this episode:
- Some fun facts about Dan, including a story about the worst haircut he’s ever had. (1:11)
- Some of the common questions Dan gets from clients about retirement and financial planning. (5:30)
- What is phantom income and why is it important to address? (11:20)
- Can you combat phantom income? (14:23)
If you have any questions, please reach out to us at https://www.baschrock-fg.com/ or give us a call at 330-473-1060
How Life Changes Impact Finances (Part 1)
SECURE Act 2.0 – Retirement Changes You Need to Know About