Oak Harvest Youtube Channel

Your Portfolio: Jessica Cannella: We’re going to talk today about how to use a fixed index annuity in your portfolio as an income planning strategy. Now, that is very different than what we just discussed in my previous video about using it for for guaranteed income stream or an income…

  Jessica Cannella: I’m Jessica Cannella, co-founder and president of Oak Harvest Financial Group and investment advisor. Today, we are going to continue our conversation on the tool called a fixed index annuity. Now, if you’re unfamiliar with the tool, I definitely recommend going back and watching our video that’s…

  Troy Sharpe: Today, I want to incorporate tax strategies into the guaranteed lifetime income planning, continuing along with this annuity series that we’ve been doing, to show you how it can have positive ripple effects throughout the rest of your income in retirement. What I find in my experience…

Troy: First and foremost I want to say thank you very much for commenting and putting these questions in. It gives me more content to put out here on the channel. If you’re thinking about commenting or you have a question, write it in there. I may not get back…

Troy Sharpe: Do you have enough? Can you retire? How long will your money last, and if something happens to you will your family be okay? These are the big questions that millions of people just like you struggle with leading into retirement and even in retirement. Continuing along with…

Troy Sharpe: We’re going to dive into the safe growth function of the fixed indexed annuity. How are they designed? How do they earn interest? How is all that calculated? What do you need to know to make a better decision when looking at fixed indexed annuities? Now, this video…

Troy Sharpe: What are fixed indexed annuities? How do they work? Are they truly safe? How do you earn interest? We’re going to dig into all of that in this video. After, you’re going to be more educated than many financial advisors in this country. Hi, I’m Troy Sharpe, CEO…

The Annuity Series has provided a lot of good comments, some questions, and also, I’ve angered a couple of people. I want to take the time to address some of these comments and questions in this video. I think this is a great idea as we go through this series…

Troy Sharpe: Most consumers are unaware that life insurance companies have CD-like tools that typically offer higher interest rates and also come with some additional tax advantages. We’re going to look at, what’s known as MYGAs or multi-year guaranteed rate annuities, what the benefits and downsides are to help you…

Troy Sharpe: $254.6 billion of annuities were purchased in 2021. Of those purchasers, how many do you think actually bought their annuity as part of a comprehensive retirement plan versus those who maybe just went to a dinner seminar, got a pitch, and bought an annuity that they know nothing…

Troy Sharpe:  In this video, I’m going to show you how one of the more innovative concepts in the life insurance industry can allow you to have participation rates over 100% plus  no cap whatsoever on your potential growth, along with usually no annual fees and no spread for a…

Troy Sharpe: How do you get the most guaranteed lifetime income when building a retirement plan that allows you to maintain your standard of living and quality of life throughout retirement? [music] Hi, I’m Troy Sharpe, CEO of Oak Harvest Financial Group, CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), and host of…