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 …
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.
Kerry Speaks with Chad Olivier
Chad Olivier, CFP(R) on Kerry Lutz’s Financial Survival Network Podcast. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Cetera does not offer any direct investments, endorsement, or advice a …
June 2024
Right on the Money Quarterly Wealth Planning Newsletter Click here to read
Chad Olivier: Best-In-State Ranking
Our CEO and Wealth Advisor Chad Olivier, CFP®, CEPA was recently named among the 2024 Forbes Best-In-State Wealth Advisors for Louisiana – a prestigious distinction reserved for those advisors who have a solid history and who lead the way in providing high-quality experiences for clients.
2023 Q4 Newsletter
Right on the Money Quarterly Wealth Planning Newsletter Click here to read
2023 Q2 Newsletter
Right on the Money Quarterly Wealth Planning Newsletter Click here to read
March 2023 Newsletter
Right on the Money Quarterly Wealth Planning Newsletter Click here to read
3 Roth Conversion Traps To Avoid After The SECURE Act
Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
10 Common Estate Planning Mistakes (and How to Avoid Them)
Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.
4 Ways To Improve Your Estate Plan
Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.
