
Sign up to save your podcasts
Or


On this week's show, Oakmont share the key steps to get you started on planning for retirement.
Then, Jack Bogle, founder of Vanguard and the man who pioneered the concept of low-cost investing, passed away last week. Bogle once told Fox Business that most IRAs and 401(k)s are unnecessarily complicated…the guys share steps you can take to simplify your investments.
After that, as tax season approaches, some people realize that they missed taking their Required Minimum Distributions last year. IRA expert Ed Slott tells Morningstar that it’s a common problem with a relatively easy solution. Oakmont talks about ways they can help.
Then, the New York Times recently printed a story with this rather ominous headline: “Are you ready for the financial crisis of 2019?” Obviously, we don’t know when the next major downturn will hit, but is there anything we can be doing now to help us prepare for when it does?
By Oakmont Advisory4.3
88 ratings
On this week's show, Oakmont share the key steps to get you started on planning for retirement.
Then, Jack Bogle, founder of Vanguard and the man who pioneered the concept of low-cost investing, passed away last week. Bogle once told Fox Business that most IRAs and 401(k)s are unnecessarily complicated…the guys share steps you can take to simplify your investments.
After that, as tax season approaches, some people realize that they missed taking their Required Minimum Distributions last year. IRA expert Ed Slott tells Morningstar that it’s a common problem with a relatively easy solution. Oakmont talks about ways they can help.
Then, the New York Times recently printed a story with this rather ominous headline: “Are you ready for the financial crisis of 2019?” Obviously, we don’t know when the next major downturn will hit, but is there anything we can be doing now to help us prepare for when it does?