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On this week’s episode, the guys at Oakmont discuss strategies you can use to lower our tax burden in 2019.
Then, they take a deep dive into Social Security and spousal benefits and explain why you should have a Social Security strategy.
After that, when you invest, it’s important to consider all the pros and cons. Tennis star Serena Williams is always on the lookout for a good investment…but she tells the Kneading Dough podcast that she does her homework before opening her checkbook. Oakmont shares how they help their own clients "research" retirement investments.
They also share why it's important for couples to be on the same page about their retirement.
Lastly, they discuss some key dates to be aware of in 2019 with regards to your retirement.
All that and more from the Retirement Solutions Show with Ralph and David Hicks and the team at Oakmont Advisory Group.
By Oakmont Advisory4.3
88 ratings
On this week’s episode, the guys at Oakmont discuss strategies you can use to lower our tax burden in 2019.
Then, they take a deep dive into Social Security and spousal benefits and explain why you should have a Social Security strategy.
After that, when you invest, it’s important to consider all the pros and cons. Tennis star Serena Williams is always on the lookout for a good investment…but she tells the Kneading Dough podcast that she does her homework before opening her checkbook. Oakmont shares how they help their own clients "research" retirement investments.
They also share why it's important for couples to be on the same page about their retirement.
Lastly, they discuss some key dates to be aware of in 2019 with regards to your retirement.
All that and more from the Retirement Solutions Show with Ralph and David Hicks and the team at Oakmont Advisory Group.