The Retirement Solutions Show

The Retirement Solutions Show

By Oakmont AdvisoryBusinessEducationInvesting
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The Retirement Solutions Show episodes

  • The Dangers Of Outdated Heuristics
    Timestamps
    • [2:51] - Managing Expectations For The Remainder Of 2020
    • [8:31] - Why The Social Security Administration Failing To Explore Maximizing Your Benefit
    • [13:41] - The Dangers Of Outdated Heuristics
    • [21:34] - Asking All The Wrong Questions 
    29 min
  • Challenges In Finding Financial News Sanity
    Timestamps
    • [2:07] - Challenges In Finding Financial News Sanity
    • [7:06] - The Potential Costs Of Too Much Government Spending 
    • [10:22] - Income Shortfall: The Stressful Tight Rope Walk Into Retirement
    • [18:07] - Tax Traps
    • [20:12] - New 401(k) Concept Called "Auto Portability" 
    26 min
  • When Too Much Optimism Become Delusion
    Timestamps
    • [4:33] - When Does Too Much Optimism Become Delusion?
    • [8:59] - Anticipating Unanticipated Taxes
    • [13:27] - Sources Of Lifetime Income: To Guarantee Or Not To Guarantee?
    • [19:16] - Growing Numbers Of Social Security Benefits Will Be Required To Address Healthcare
    28 min
  • The Stickiness Factor: Does What Your Advisor Say Stick With You?
    Timestamps
    • [3:07] - Exploring The Tax Landscape With A Roth IRA
    • [7:55] - Target Date Funds Missing The Bullseye
    • [15:00] - The Stickiness Factor: Does What Your Advisor Say Stick With You?
    • [19:07] - There Is No Retirement Without Income
    • [23:05] - Socially Responsible Investing And Limited Options With Your 401(k)
    • [29:50] - Financial Jargon Podcast!
    55 min
  • Professional Compatibility And The Unquiet Mind
    Timestamps
    • [1:15] - Are The Market And The Economy Inextricably Linked?
    • [8:10] - Trying To Find The High Note Amongst All The Noise
    • [15:53] - Emotional Aspects Going Into And In Retirement: The Importance Of Your Plan
    • [21:58] - Professional Compatibility And The Unquiet Mind
    • [29:10] - Bonus: Financial Jargon Podcast Episode!
    55 min
  • Special Father's Day Edition!
    Timestamps
    • [0:53] - Money Lessons From Dad And Other Fatherly Advice
    • [3:05] - The Unnecessary Path Of Learning Through Cruel Experience
    • [9:37] - Ways Covid-19 Could Affect Social Security
    • [16:44] - Once You Win The Game, You Stop Playing
    • [23:37] - Taxes: Congress Gets Creative, Why Shouldn't You?
    28 min
  • Reasonable Extrapolations From Economic Data And The Market Rally
    Timestamps
    • [1:21] - Another Day In Phil Collins' Proverbial Paradise: Economic Data And The Market Rally
    • [5:49] - Are You Sufficiently Equipped To Navigate The Do-It-Yourself-Planning Landscape?
    • [14:52] - Do People Feel More Secure With A Financial Adviser?
    • [21:06] - Numbers, Graphs, And Metrics VS Values, Priorities, And Emotions
    29 min
  • Tough Times Don't Last, But Tough People Do
    Timestamps
    • [0:42] - Now Is A Good Time To Review Your Retirement Strategy
    • [3:27] - Tough Times Don't Last, But Tough People Do
    • [8:42] - Understanding The Bear Market Rally
    • [11:37] - Wall Street Optimism Vs Main Street Pessimism 
    • [14:38] - Missing The Forrest For The Trees 
    • [20:15] - Dialing In The Appropriate Amount Of Risk & Underestimating Your Longevity
    27 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.