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Retirement Solutions Archive.

10 Result(s) in the “Retirement Planning” Category

Jan. 18, 2020

Be Wary of Secondhand Financial Advice

In this week's episode, the dangers of "secondhand" financial advice, why having a written retirement plan is a big deal,…

Jan. 11, 2020

Pros and Cons of the New RMD Age

On this week's episode, we discuss pros and cons of the new RMD age, how rising inflation could be a…

Dec. 21, 2019

How Recency Bias is Affecting Your Retirement

Recency bias is when investors make decisions based on recent events or experiences. Rather than seeing the bigger picture, they…

Dec. 7, 2019

4 Critical Year-End Financial Tasks

2020 is right around the corner and there are a few financial tasks we urge you to complete before the…

Nov. 23, 2019

Anchoring Bias and Your Investment Decisions

Are your anchoring beliefs controlling your investment decisions? In this week's episode of the Retirement Solutions Show, the team at…

Sep. 16, 2019

When to Take Social Security + How to Fix a Common Mistake

On this week's podcast episode, the guys at Oakmont discuss when to take Social Security and how to fix a…

Jun. 28, 2019

Best of the Retirement Solutions Show

This week, we come to you with a Best of Show episode. This episode is compiled of our most popular…

Jun. 17, 2019

Financial Lessons Learned From Our Fathers

In this episode, we celebrate Father's Day by sharing some of the financial wisdom we learned from our dads. We…

Jun. 10, 2019

Having a Written Plan Matters

There's a huge difference between having a retirement plan in your mind vs. on paper. Having a written plan gives…

May. 28, 2019

Do You Have Your Retirement Priorities Straight?

According to a survey by Charles Schwab, people spend more time planning their vacations than they do evaluating their retirement.…


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