The Retirement Solutions Show

The Retirement Solutions Show

By Oakmont AdvisoryBusinessEducationInvesting
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The Retirement Solutions Show episodes

  • Tips From 3 Self-Made Millionaires
    First, we take a look at how 3 self-made millionaires made their first million. They all followed a simple concept: save more, spend less. We'll break down the steps they've taken, and we'll share how you can take to start saving more money right now.
    Next, you've heard Attorney Matt Danner share his estate planning advice on the show over the last few weeks. This weekend, he breaks down his very own process so you know what to expect when you step into his office.
    Then, we all know that 2018 is the first
    54 min
  • The Weekly Three - Volatiity
    On this week's episode, the guys discuss volatility. The markets are off to a rocky start compared to what we saw in 2017. Listen to hear why you should keep the big picture in mind.
    6 min
  • Millennials - The Weekly Three
    After an extended spring break, we are back with a brand new episode of the Weekly Three.
    In this episode, we discuss why millennials aren't saving for retirement and how you can encourage your millennial children or grandchildren to take advantage of retirement savings opportunities that are already accessible to them.
    6 min
  • Are You Paying Too Much in Taxes?
    Do you have an old annuity that was sold to you years ago? Before you think about moving it, listen to what we have to say about fees. We'll discuss how you can analyze your current annuity and how you can learn more about your current product.
    Then, did you know that more than 50% of people aren't taking advantage of their employer-sponsored 401k accounts? We discuss common excuses people use regarding their lack of retirement savings, and how you can you can put yourself in a better position for retireme
    54 min
  • The U.S. Dollar - The Weekly Three
    This week on the Weekly Three, the guys discuss the U.S. Dollar. The value of the U.S. Dollar has been steadily declining over the past year. The guys explain the difference between a strong dollar vs. a weak dollar, and share how the Interbank market works.
    5 min
  • Market Volatility - The Weekly Three
    On this week's episode of the Weekly Three, the guys discuss market volatility. The market has seen it's worst day in stocks since 2011, dropping nearly 1,200 points today. This has many people feeling nervous about their portfolios. The guys discuss the history of market volatility and provide some context for the market's behavior.
    5 min
  • Taxes In Retirement - The Weekly Three
    This week, the guys discuss everything you need to know about taxes in retirement. From Trump's new tax law, to some tax strategies to consider, today's episode is all about how to understand taxes in retirement.
    6 min
  • WealthGuard - The Weekly Three
    Happy Monday! We're happy to present a new episode of the Weekly Three.
    This week, the guys are talking about WealthGuard. In essence, WealthGuard is a safety net for your investments. It is an excellent softwards that helps you keep track of all your investments and protect the money you've worked hard to earn over the years.
    Listen to learn more about how WealthGuard and how you could test it out for an entire year.
    Visit us at www.oakmontadvisory.com.
    6 min
  • How Much Should You Have In Your Emergency Fund?
    Listen in as we discuss how much you should have in your emergency fund and why it's important to prepare for the unexpected. Also, do you have an estate plan in place? We'll explore why you should consider establishing a plan sooner than later.
    All this and more on the Retirement Solutions Show, hosted by Oakmont's own Ralph Hicks, David Hicks, Ryan Gilmore, and Michael Hicks.
    Thanks for listening! Learn more about Oakmont Advisory at www.oakmontadvisory.com
    55 min

About The Retirement Solutions Show

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