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,…
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Retirement Solutions Archive.
10 Result(s) in the “Retirement Planning” Category
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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