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Retirement Solutions Archive.

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

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.…

May. 13, 2019

Will the US China Trade Deal Affect My Retirement?

On this episode of the Retirement Solutions Show, the team of financial planners at Oakmont discuss US China trade and how…

Feb. 19, 2019

Retirement Withdrawal Strategies

One of the tricks to making your nest egg last is to withdraw enough money to enjoy yourself, but not…


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