Medicare
Transcript: This is money talks with Chad Olivier, sponsored by Olivier Group. Hi. I’m Chad Olivier, certified financial planner and CEO of Olivier Group. Today, I’m going to talk about what you need to know as you start Medicare. If you’re turning sixty five, Medicare is …
Midyear Outlook Webinar
We cover everything you need to watch for in the second half of the year, including: what to keep an eye on in the markets, what moves to expect from the Fed, what to expect from Washington and more! The views stated are not necessarily the opinion of Cetera and should not be construed dire …
Mastering Financial Planning and Exit Strategies with Chad Olivier
Join us on Average Joe Finances as our guest Chad Olivier shares his extensive experience and knowledge in financial planning since 1996. Chad discusses his journey from selling tax-free bonds to founding the Olivier Group in 2002, where he now specializes in individual investments and cert …
Social Security Spousal Benefits
Transcript: This is Money Talks with Chad Olivier, sponsored by Olivier Group. Hi. I’m Chad Olivier, certified financial planner and CEO of Olivier Group. Today, we’re gonna talk about social security spousal benefits, which are designed to provide financial support to spouses w …
Federal Reserve Cutting Interest Rates
Transcript: This is Money Talks with Chad Olivier, sponsored by Olivier Group. Hi. I’m Chad Olivier, certified financial planner and CEO of Olivier Group. Today, let’s talk about the Federal Reserve cutting interest rates and what that means for the markets and the economy. The …
The Decision Gift
Transcript: This is money talks with Chad Olivier, sponsored by Olivier Group. Hi. I’m Chad Olivier, certified financial planner and CEO with Olivier Group. If you’re considering whether to gift assets to your heirs during your lifetime or after your passing, there are a few key …
Benefits of A Roth RIA Conversion
Transcription: This is money talks with Chad Olivier, sponsored by Olivier Group. Hi. I’m Chad Olivier, certified financial planner and CEO with Olivier Group. Today, we’re gonna dive into the benefits of a Roth IRA conversion. Converting your traditional IRA or four zero one k …
Financial Growth and Legacy Building: Strategies for Success
What does financial planning and wealth management look like in the modern era? In this episode, Adam Torres and Chad Olivier, CEO and Founder at Olivier Group, explore financial planning and wealth management.
Assessing Investor’s Risk Tolerance
Transcription: This is money talks with Chad Olivier, sponsored by Olivier Group. Hi. I’m Chad Olivier, certified financial planner and CEO of Olivier Group. Today, we’re gonna talk about an important step in the financial planning process, assessing an investor’s risk tol …
