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Retirement Videos

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Have We Entered A Period Of Higher Long Term Interest Rates and Rampant Inflation?

February 18, 2022

I am Chris Perras, Chief Investment Officer at Oak Harvest Financial Group, and the question on many investors minds right now is how high will long term interest rates rise and when will they stop moving higher? Their question is, Are we there yet? Does the investment team at Oak Harvest subscribe to the theory…

I Have $1.5 Mil, How Much Should I Spend, When Should I Take Social Security and How Should I Invest

February 17, 2022

Troy Sharpe: Three decisions everyone has to make when they retire is, when do I take my Social Security, how much am I going to spend now that I no longer have paychecks coming in, and how should I invest my money? A lot of people, once they retire and they start withdrawing money from…

Dropping Mask Mandates – Are They News or Noise?

February 16, 2022

The Governor of New York is dropping their stringent indoor mask mandate after nearly 18 months. They are ending a requirement that businesses ask customers for proof of full vaccination or require mask wearing at all times. I’m Chris Perras, Chief Investment Officer with Oak Harvest Financial Group. And This is our investment team’s mid-week…

Are You Still On Track With Your 2022 Financial Goals? | The Retirement Income Show

February 14, 2022

Mark Elliot: Welcome to The Retirement Income Show. I’m Mark Elliot, glad you’re with us alongside, of course, Troy Sharpe, the CEO and founder of Oak Harvest Financial Group. You can always go to the website to find out more; oakharvestfinancialgroup.com, a lot of great information there. One of the more incredible websites, a lot…

Cash Is Trash | Stock Talk Podcast

February 11, 2022

“Cash is Trash”, Is it for the average investor? “Cash is Trash”, well it is if you listen to billionaire hedge fund manager Ray Dalio of Bridgewater Associates. Mr. Dalio started using this catchy phrase quite a few years ago but became notorious for it when he pronounced it from on high, both literally and…

I’m 61 and Retired with $2 Mil Should I do a Roth Conversion or Qualify for a Healthcare Subsidy

February 10, 2022

  Troy Sharpe: If you’re thinking about retiring before 65, or maybe you’ve already retired and you’ve figured this out, one of the biggest decisions you have to make is health insurance. Now, you also probably have another problem. You have a bunch of money inside that tax infested retirement account. The question becomes, should…

Stop The Bleeding | Get Me Out Of The Market | News or Noise

February 9, 2022

“Stop the bleeding!” “Get me out!” “Pull the rip chord!” “Take me to cash!” Jeremy Grantham is predicting a 50% plunge in stocks..and my portfolio of stocks is down 10% year to date..do something! Hey, I’m Chris Perras, Chief Investment Officer with Oak Harvest Financial Group. And This is our investment team’s mid-week release when…

What’s a Dynamic Spending Plan and How It Can Help You Through Retirement

February 7, 2022

    Mark Elliot: Welcome back to The Retirement Income Show. I’m Mark Elliot alongside the CEO and founder of Oak Harvest Financial Group, Troy Sharpe. You can always go to the website to find out more, a phenomenal website, oakharvestfinancialgroup.com, oakharvestfinancialgroup.com. Over 100-plus videos on YouTube. Just search for Troy Sharpe and Oak Harvest.…

Are We There Yet?!?! | Stock Talk Podcast

February 4, 2022

I am Chris Perras, Chief Investment Officer at Oak Harvest Financial Group. First off, the team at Oak Harvest appreciates your support and you tuning into our you-tube channel. If you like our content, please refer us to your friends and family. This week’s podcast title is an ode to the phrase every parent loathes…

Roth Conversion & Tax Planning Impact – In My 40’s with over $1 Million In My Retirement Account

February 3, 2022

Troy Sharpe: You’re in your 40s, done very well for yourself, and you’ve saved over a million dollars in your retirement account, or maybe you’re watching this and thinking about your children. Maybe they’re doctors, engineers, attorneys, either way, they’ve done a good job saving. How important are Roth conversions and also what is the…