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Retirement Videos

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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…

Will Russia Invade Ukraine and How Will That Affect Your Investment and Retirement Portfolio

February 2, 2022

Chris Perras: Hey, I’m Chris Perras, Chief Investment Officer at Oak Harvest Financial Group. This is our investment team’s midweek release when we examine a news item, a headline, or news making the rounds from publicly available sources, and we ask, is it news or is it noise? Before we continue, please take a moment…

The Time Value of Your Decisions in Retirement | The Retirement Income Show

January 31, 2022

[music] Speaker 1: Glad you’re with us today for The Retirement Income Show with Troy Sharpe, the CEO and founder of Oak Harvest Financial Group. You can find out more about Troy and the team just by going to the website oakharvestfinancialgroup.com. You can certainly search for Troy Sharpe on YouTube to over 100 videos…

Investment and Retirement: Volatility in Nasdaq and Technology Stocks | Get Ready For A Fight!

January 28, 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 our channels to your friends and family. We released our first half 2022 outlook, on December 3rd under…

Retirement Planning: What is the Defined Benefit Plan that can Help You Save $100’s of $1,000’s

January 27, 2022

Troy Sharpe: Did you know that there are retirement plans out there that can allow you to save hundreds of thousands of dollars? You don’t have to be limited to just your 401(k) maximum contribution. If you’re an independent contractor, a sole proprietor or a small business owner, this video can help you understand how…

Retirement Plan: The impact of Social Security Decisions on Your Retirement in 2022

January 27, 2022

[music] Mark: 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 find out more on the website oakharvestfinancialgroup.com. We always want to remind you, you can always search for Troy’s over 100 videos that are on YouTube. Just search for…

Investment Planning: Federal Reserve Monetary Policies and Your Retirement Portfolio – Part 2

January 26, 2022

Hey, I’m Chris Perras, Chief Investment Officer with Oak Harvest Financial Group. This is our investment team’s mid-week release when we examine a news item, headline, or story making the rounds from publicly available sources and ask, “Is it News or Noise?” Before we continue, please take a moment to hit that subscribe button and…

2022 Volatility: Week 3 | Weekend Update

January 25, 2022

Chris: Hey, I’m Chris Perras, Chief Investment Officer with Oak Harvest Financial Group in Houston, Texas. On Mondays, the investment team here usually publishes and distributes a brief weekend update for our clients. However, given the recent market volatility and ugly market action for the beginning of 2022, we wanted to take it a step…