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Creating a Game Plan, Team Approach, and Roth IRA Myths - The Retirement Solutions Show
On this episode of the Retirement Solutions Show, the guys at Oakmont discuss how preparing for and playing a football is a lot like planning for retirement. Then, what could go wrong when you turn to a computer for financial help? After that, the guys share why it could be a mistake to have only one spouse in charge of finances. Finally, Matt Danner (Swaim & Danner, P.C.) drops by the studio to discuss his unique team approach to planning.
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By Oakmont Advisory
4.3
88 ratings
On this episode of the Retirement Solutions Show, the guys at Oakmont discuss how preparing for and playing a football is a lot like planning for retirement. Then, what could go wrong when you turn to a computer for financial help? After that, the guys share why it could be a mistake to have only one spouse in charge of finances. Finally, Matt Danner (Swaim & Danner, P.C.) drops by the studio to discuss his unique team approach to planning.