Ep 107: Financial Planning During Market Loss with Dan Oaklief (Part 1)

Today we are excited to be joined by Dan Oaklief, 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.

 

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)

 

 For more, visit us online: https://baschrock-fg.com/