The Retirement Solutions Show

By Oakmont Advisory

The Retirement Solutions Show offers sound advice and peace of mind when it comes to retirement planning.... more

4.3

88 ratings

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FAQs about The Retirement Solutions Show:

How many episodes does The Retirement Solutions Show have?

The podcast currently has 145 episodes available.

The Retirement Solutions Show episodes:

November 15, 2018 Politics and Your Retirement, Passing Down Property, and Knowing Your Fees
On this week's episode of the Retirement Solutions Show, the guys at Oakmont discuss how quarter four is all about politics and earnings. How will this affect your personal portfolio? Then, Attorney Matt Danner swings by the studio to discuss how to properly pass down your property after death. And do you know how much you are paying in fees? Surprisingly, many retirees don't. The guys share how you can find out what you're paying in fees and why it's important to know.
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55min
November 07, 2018 Withdrawal Strategy, Ralph Interviews Tucker Carlson, and Preserving Your Assets
On this episode of the Retirement Solutions Show, the team at Oakmont discusses withdrawal strategy in retirement.
Then, if you missed Ralph's interview with Tucker Carlson of Fox News, you'll get another chance to tune in this week!
After that, Matt Danner (Swaim & Danner, P.C.) stops by to discuss how to preserve your assets properly when writing your estate plan.
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55min
November 01, 2018 Market Turbulence, Safer Asset Classes, and Estate Planning Jargon - The Retirement Solutions Show
On this episode, the team at Oakmont discusses how to handle the current volatile state of the market, and they recommend some alternative asset classes that could help keep your money safe. Then, Attorney Matt Danner stops by to clear up the confusion around trusts.
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55min
October 23, 2018 Ralph Talks With Tucker Carlson, What Kills Bull Markets, and Medicare 101 - The Retirement Solutions Show
On this episode of the Retirement Solutions Show, the team at Oakmont discusses the current market environment, what kills bull markets, and some strategies you can use to protect your investments.
Then, Ralph Hicks sits down with Tucker Carlson to chat about his new book, Ship of Fools.
After that, Matt Danner (Swaim & Danner, P.C.) stop by the studio to break down Medicare and Medicaid to help you understand what coverage you might need.
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55min
October 16, 2018 Black Monday, the FIRE Movement, and Playing Offense vs. Defense in Retirement - The Retirement Solutions Show
On this episode of the Retirement Solutions Show, it has been 31 years since Black Monday, and the team at Oakmont shares what it would mean for people of retirement age if a crash like that happened today.
Then, have you heard of the FIRE movement (financial independence, retire early)? The guys shed light on whether this is a realistic retirement strategy or a millennial fad.
After that, Matt Danner (Swaim & Danner, P.C.) discusses why, in some cases, he prefers the probate process over automatic transf
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55min
October 09, 2018 Inflation Rates, Fixing Retirement Mistakes, and a Paradigm Shift in Estate Planning - The Retirement Solutions Show
This week on the Retirement Solutions Show, the guys at Oakmont discuss changing inflation rates and why you need to factor them into your income plan. Then, mistakes happen, but Ralph and David share how you can recover and get your retirement back on track. After that, Attorney Matt Danner (Swaim & Danner, P.C.) stops by to discuss a paradigm shift he's noticing in estate planning.
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55min
October 02, 2018 Anniversary of the Financial Crisis, Flawed 401(k) Plans, and the Popularity of the Bond Market - The Retirement Solutions Show
This week on the Retirement Solutions Show we reflect on the 10th anniversary of the 2008 Financial Crisis, sharing what we have learned and how our strategies have changed. Then, we discuss 401k plans and how they could be flawed. We share the best ways to take advantage of these retirement accounts. After that, Matt Danner (Swaim & Danner, P.C.) comes by the studio to discuss his estate planning philosophy and how he'll meet you wherever you are in the process.
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55min
September 24, 2018 Social Security Strategy, Reverse Mortgages, and Cookie Cutter Estate Plans - The Retirement Solutions Show
This week, the guys at Oakmont spill everything you need to know about Social Security strategy - you don't want to miss it. Then, they talk about the decline of Bitcoin and the financial lessons we can learn from it. After that, Attorney Matt Danner (Swaim & Danner, P.C.) stops by to talk about the dangers of "cookie cutter" trusts.
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55min
September 18, 2018 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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55min
September 10, 2018 Retirement Myths, How Much You'll Need to Retire, and Why Anyone Can Benefit From Financial Planning - The Retirement Solutions Show
In this episode the guys at Oakmont bust a few common retirement myths. (Hint: financial planning isn't just for rich people). Then, a new survey says that two-thirds of Americans would feel confident retiring with $500,000. How did they get to that number? They GUESSED! The guys discuss why guessing is not a smart financial strategy and how you can determine what you'll truly need in retirement.
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55min

FAQs about The Retirement Solutions Show:

How many episodes does The Retirement Solutions Show have?

The podcast currently has 145 episodes available.