The Retirement Solutions Show

A Good Estate Plan, Vacation Homes in Retirement, Staying Healthy


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On this episode of the Retirement Solutions Show, we talk a lot about the importance of having a good estate plan. But comedian Ricky Gervais told The Late Show he thinks it’ll be more fun to let his heirs just fight it out, after he’s gone… Gervais is joking, of course, but there’s a lot of truth to what he said: Not having a plan in place can create a lot of ill will and confusion among your loved ones, right?

Then, according to data from GO-Banking-Rates, 41% of Americans have this retirement goal: owning a vacation home. The guys at Oakmont discuss the upsides and downsides of owning a second home in retirement.

After that, Orville Rogers is a marathon runner who holds 13 world records. That’s pretty impressive, especially when you find out that he’s 101 years old! The guys discuss how they help clients find balance, and stay physically, mentally and financially healthy.

That and more on this week's installment of the Retirement Solutions Show.

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The Retirement Solutions ShowBy Oakmont Advisory

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