Perfect Game Retirement

By Ryan Ledden

What's Perfect Game Retirement about?

The Perfect Game Retirement Podcast is brought to you by Black Oak Asset Management, serving the greater Atlanta area with offices in Alpharetta, Cartersville and Macon. Former professional baseball player and now financial coach, Ryan Ledden, is your host. This is the show that'll help you make the right decisions, so you can pitch a "perfect game" in retirement.

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Perfect Game Retirement episodes:

05.16.2024
Your Financial Wellness Check-Up
Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions...
05.02.2024
Steering Clear of Retirement Stress
Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process. Visit us online: https://blackoakam.com/ Get...
04.11.2024
Retirement Questions That Every Generation Is Asking
Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taking their initial steps into the career field, these major...
04.04.2024
Finance Fortress: Practical Strategies for Protecting Retirees Against Scams & Fraud
As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of...
03.21.2024
Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket
March Madness is upon us, and as you fill out your bracket and watch the NCAA Tournament this year, there are a few retirement planning lessons that you can learn along the way… Visit us online: https://blackoakam.com/ Get in touch with the...
03.07.2024
Retirement Planning Is Harder Than It Used To Be
Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they...
02.15.2024
Mailbag: Social Security, Caring For Aging Parents, Company Stock & More
In this episode, we'll be answering some mailbag questions from listeners like you. One listener asks whether they should start receiving their Social Security benefits now, despite not planning to retire soon, or if they should wait. Another asks whether...
02.01.2024
Are Your Good Money Habits Holding You Back?
This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account...
01.18.2024
The Questions You Must Ask Your Financial Advisor
Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. It's...
01.04.2024
Patience Pays: The Power of Delayed Gratification
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...
12.21.2023
Financial Tweaks That Matter: Small Steps, Big Impact
Ever thought that minor tweaks in your financial plan could lead to major wins? In this episode, we're exploring the surprisingly powerful world of simple financial adjustments. From overlooked savings tricks to smarter insurance choices, we're unpacking those seemingly small...
12.07.2023
End of Year Financial Planning For 2023
Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a...
11.16.2023
Money Mistakes You’ll Regret and How to Avoid Them
Ever wish you could foresee financial missteps before they happen? On today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you. Here’s some of...
11.02.2023
Retirement Planning’s “Hidden” Questions
The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your...
10.19.2023
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers,...
10.05.2023
Are There Universal Retirement Truths?
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep with us in this...
09.21.2023
Navigating the Transition to a New Financial Advisor
In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look...
09.07.2023
Building An Estate Plan With No Regrets
In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate....
08.17.2023
Mailbag: Recession Worries, Gifts for Children, College Funding & More
It’s time to dive back into the mailbag and answer a bunch of financial questions that have come our way recently. We’ll tackle a wide variety of scenarios and planning items so there’s a good chance we’ll address something that...
08.03.2023
Mastering Retirement Cash Flow: Understanding Income
In this episode, we'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical...
07.20.2023
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it's...
07.06.2023
Retirement Rebels: Winning Your Financial Independence
Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in...
06.15.2023
Financial Planning Lessons From The Classroom
From time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from these other professions. Today, we’re seeing what...
06.01.2023
The 8 Biggest Money Mistakes In Retirement Planning
In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. Avoiding these crucial missteps can...
05.18.2023
Ep 81: How Age & Wisdom Impact Financial Planning
Today, we're diving into a topic that affects everyone, regardless of age or financial status: how age and wisdom impact financial planning. No matter where you are in life, your financial goals and priorities will change over time, and it's...
05.04.2023
Ep 80: A Comprehensive Dismantling Of 2023’s Top Social Security Myths
Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking...
04.20.2023
Ep 79: Fore Your Retirement: What Golf Teaches Us About Financial Planning
Are you a golfer? Even if you're not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one might be thrilling, but it won't necessarily guarantee your overall success. And just like you...
04.06.2023
Ep 78: Retirement Expenses For Which You Forgot To Plan
Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the...
03.16.2023
Ep 77: What’s Your Biggest Financial Fear?
We took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan. Get your Retirement Coach...
03.02.2023
Ep 76: Top Tax Questions For Retirees In 2023
Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top...
02.16.2023
Ep 75: Back To Basics: Understanding Income Planning
It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if it’s true and further explore why so many retirees and pre-retirees don’t...
02.02.2023
Ep 74: 2023 Edition 10 Point Checklist For Retirement Preparedness
Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to...
01.19.2023
Ep 73: The Top 5 401(k) Mistakes You Need To Avoid
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes....
01.05.2023
Ep 72: The Financial Therapist: When It’s OK If A Visit To Your Advisor Feels Like Counseling
Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session. Get your Retirement...
12.15.2022
Ep 71: Mailbag - Splitting Up Assets During A Divorce
On this episode, we will be answering some mailbag questions that have come in. We will discuss if it's wise to pay off your investment properties, how much you should contribute to your child's college expenses, and how to split...
12.01.2022
Ep 70: The Retirement Marathon - Finishing The Race
Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement. Get your Retirement Coach 360 session: Call: 470-508-0508 Website: https://blackoakam.com/
11.17.2022
Ep 69: Most Common Retirement Planning Questions About Taxes
As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions...
11.03.2022
Ep 68: The Money Gridiron: What Football Teaches Us About Retirement Planning
At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning… Get your Retirement Coach 360 session: Call: 470-508-0508 Website: https://blackoakam.com/
10.20.2022
Ep 67: Please Read the Fine Print
It’s been said that “the sales brochure giveth and the fine print taketh away.” On this episode, we’ll talk about some of the things we hear from people when they don’t pay enough attention to the fine print… Get your Retirement...
10.06.2022
Ep 66: Retirement Planning From A Psychologist’s Point Of View
We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today,...
09.15.2022
Ep 65: Going Against the Grain
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re...
09.01.2022
Ep 64: How Procrastination Dooms Your Financial Future
People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them… Get your Retirement Coach 360 session: Call: 470-508-0508 Website: https://blackoakam.com/
08.18.2022
Ep 63: What They’re Saying: Analyzing Advice On Surviving A Bear Market
It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected...
08.04.2022
Ep 62: Can You Get An A+ On Our Retirement Planning Quiz?
Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the...
07.21.2022
Ep 61: Why Retirement Planning Ain’t What It Used To Be
In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying...
07.07.2022
Ep 60: Do You Concur? Picking Sides In Important Financial Debates
On this episode, we’ll try to pick sides in some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your...
06.16.2022
Ep 59: Mailbag - True Diversification, Inherited Home, and Long Term Care
It's a mailbag edition of the show! We will be answering some listener questions that have come in. This time around, we will discuss the tax implications when you sell an inherited home, what true diversification is, and long-term care...
06.02.2022
Ep 58: What to Do as You Count Down the Days to Retirement
We’ve assembled a list of priorities to keep in mind as you count down the days to retirement. From getting healthy to thinking about a post-retirement career, what do we do as we count down the days to retirement? Show Notes: Call: 470-508-0508 Website: https://blackoakam.com/
05.19.2022
Ep 57: Reasons You Should Get Life Insurance
Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal...
05.05.2022
Ep 56: The Most Important Birthdays In Retirement Planning
There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off...

What's Perfect Game Retirement about?

Download our free app to listen on your phone

Perfect Game Retirement episodes:

Your Financial Wellness Check-Up

Steering Clear of Retirement Stress

Retirement Questions That Every Generation Is Asking

Finance Fortress: Practical Strategies for Protecting Retirees Against Scams & Fraud

Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket

Retirement Planning Is Harder Than It Used To Be

Mailbag: Social Security, Caring For Aging Parents, Company Stock & More

Are Your Good Money Habits Holding You Back?

The Questions You Must Ask Your Financial Advisor

Patience Pays: The Power of Delayed Gratification

Financial Tweaks That Matter: Small Steps, Big Impact

End of Year Financial Planning For 2023

Money Mistakes You’ll Regret and How to Avoid Them

Retirement Planning’s “Hidden” Questions

Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid

Are There Universal Retirement Truths?

Navigating the Transition to a New Financial Advisor

Building An Estate Plan With No Regrets

Mailbag: Recession Worries, Gifts for Children, College Funding & More

Mastering Retirement Cash Flow: Understanding Income

Counterintuitive Advice: Why You Should NOT Invest In A 401(k)

Retirement Rebels: Winning Your Financial Independence

Financial Planning Lessons From The Classroom

The 8 Biggest Money Mistakes In Retirement Planning

Ep 81: How Age & Wisdom Impact Financial Planning

Ep 80: A Comprehensive Dismantling Of 2023’s Top Social Security Myths

Ep 79: Fore Your Retirement: What Golf Teaches Us About Financial Planning

Ep 78: Retirement Expenses For Which You Forgot To Plan

Ep 77: What’s Your Biggest Financial Fear?

Ep 76: Top Tax Questions For Retirees In 2023

Ep 75: Back To Basics: Understanding Income Planning

Ep 74: 2023 Edition 10 Point Checklist For Retirement Preparedness

Ep 73: The Top 5 401(k) Mistakes You Need To Avoid

Ep 72: The Financial Therapist: When It’s OK If A Visit To Your Advisor Feels Like Counseling

Ep 71: Mailbag - Splitting Up Assets During A Divorce

Ep 70: The Retirement Marathon - Finishing The Race

Ep 69: Most Common Retirement Planning Questions About Taxes

Ep 68: The Money Gridiron: What Football Teaches Us About Retirement Planning

Ep 67: Please Read the Fine Print

Ep 66: Retirement Planning From A Psychologist’s Point Of View

Ep 65: Going Against the Grain

Ep 64: How Procrastination Dooms Your Financial Future

Ep 63: What They’re Saying: Analyzing Advice On Surviving A Bear Market

Ep 62: Can You Get An A+ On Our Retirement Planning Quiz?

Ep 61: Why Retirement Planning Ain’t What It Used To Be

Ep 60: Do You Concur? Picking Sides In Important Financial Debates

Ep 59: Mailbag - True Diversification, Inherited Home, and Long Term Care

Ep 58: What to Do as You Count Down the Days to Retirement

Ep 57: Reasons You Should Get Life Insurance

Ep 56: The Most Important Birthdays In Retirement Planning