The team at Oakmont takes a look at all the contrast in the stock market news. With all these different opinions being thrown around, how do you know what to believe? Then, they discuss a "sweet spot" for tax planning. It's the time after you retire, but before you start taking RMDs. Oakmont shares how to take advantage of that crucial time. And Matt Danner (Swaim & Danner, P.C.) stops by the studio to talk all things Power of Attorney - what it is, why you need it, and how often you should be refreshing yo

Ralph and David Hicks discuss the order in which you should start tapping into your various retirement accounts. Attorney Matt Danner (Swaim & Danner, P.C.) drops by the studio for a conversation on the benefits of working face-to-face with a professional in a world where digital services are on the rise. And the guys show how some of that idle cash in your savings account could be put to use and drastically change your retirement plan.

This week on the Retirement Solutions Show, the guys at Oakmont discuss when you should consider talking to a financial advisor and why you shouldn't be afraid to ask "dumb" financial questions. Then, they share how to balance buying a home and saving for retirement. They talk about some items retirees often fail to plan for, the best time to take Social Security, and how to get a handle on fees.

Ralph and David Hicks and the guys at Oakmont Advisory Group help you answer the question, "how am I doing?" when it comes to saving for retirement. They share their thoughts on finding balance when saving for retirement and supporting children. Then, Attorney Matt Danner of Swaim & Danner, P.C. talks about DIY estate planning and the benefits of using a specialist instead.

On this week's show, Ralph and David Hicks and the guys of Oakmont Advisory Group share valuable advice for people counting on stocks to grow their retirement accounts. They debate what should determine when you retire - money or age. Then, they share what you should know about Required Minimum Distributions. Attorney Matt Danner stops by to discuss the purpose of beneficiary designations matter on your accounts.

This weekend on the Retirement Solutions Show, the guys start by talking about why many retirement plans are based on unreliable computer generations nowadays and how you can ensure your plan is based on reality. Then, they share why it's important to understand how the stock market works so you can properly position your portfolio. Finally, Attorney Matt Danner joins them to discuss a frequently asked question: should you tackle debt prior to retirement, or invest that money into something else?

This week, the guys at Oakmont discuss the million dollar rule - is $1 million still a rule of thumb that we should follow? They how mailbox money instills confidence in retirement, and they share how you can create your own income stream from the assets you've saved. Then, Matt Danner from Swaim & Danner, P.C. stops by the studio to talk about preserving your assets for the future. And the guys share some ways to keep yourself busy in retirement (rather than driving your spouse crazy by being around them 2

This week, Ralph and David Hicks and the team at Oakmont share why it's so important to understand the fees that you're paying on your money. They talk about why investment planning and retirement planning are different, and how timing plays a big part in retirement. Matt Danner from Swaim & Danner, P.C. stops by to discuss how to maintain privacy in your estate plan. And Oakmont shares their new process, Annuity Match, and how it could help you make smart choices in retirement.

This week, the guys at Oakmont talk about giving yourself a raise in retirement, tax planning items you shouldn't forget about, and why both spouses should be involved in the financial planning process. Plus, Matt Danner of Swaim & Danner, P.C. stops by to discuss the importance of working with a professional who has a strong process.

In this episode of the Retirement Solutions Show, Ralph and David Hicks share how taking unnecessary risk, in addition to other mistakes, can harm your retirement portfolio. Ralph and David give their advice for dealing with an ugly market near retirement. Matt Danner stops by to discuss preservation planning. The Hickses share how to navigate new retirement realities.