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Retirement Videos

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Inflation Sensation – Stock Talk Podcast

January 21, 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 the…

8 Ways to Access Your Retirement Money Before 59 ½ Without Penalty

January 20, 2022

  Troy Sharpe: Following up on last week’s video, we’re going to go a little bit deeper here, and we’re going to talk about the eight ways that you can access money inside your IRA before 59 and a half without a 10% penalty from the IRS. [music] Hi, I’m Troy Sharpe, CEO of Oak…

The Federal Reserve Monetary Policies – Do They Impact Your Portfolio?

January 19, 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…

The Power of Your Decisions in Retirement – New Year New Strategies

January 17, 2022

[music] Mark Elliot: Welcome to The Retirement Income Show. I’m Mark Elliot alongside the CEO and founder of Oak Harvest Financial Group. You could find out more about Troy and the team just by going to the website oakharvestfinancialgroup.com. One of the better websites you’ll ever find, a lot of information, a lot of information…

Market Volatility – Advanced Training | Stock Talk Podcast

January 14, 2022

I am Chris Perras, Chief Investment Officer at Oak Harvest Financial Group and it’s the new year. First off, the team at Oak Harvest appreciates your support and we appreciate you tuning into our you-tube retirement planning videos as well as our weekly investment “News or Noise” and “Keeping you connected to you Money” podcasts.…

What Are 72t Distributions and How Can They Help You Retire Before 59 1/2

January 13, 2022

  Troy Sharpe: One of the more little known ways to access your money inside the retirement account prior to 59 and a half is called a 72(t) distribution. There are three different methods to do this, the IRS provides you the formula, you just have to calculate it to see what you’ll receive. That’s…

Supply Chain Disruptions and Inflation | Are They News! or Noise?

January 12, 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 May Be a Challenging Year For Your Portfolio

January 10, 2022

  [music] Mark Elliot: Glad you’re with us today for The Retirement Income Show. I’m Mark Elliott alongside the CEO and Founder of Oak Harvest Financial Group, Troy Sharpe. Troy started the company back in 2008. You can find out more just by going to the website, oakharvestfinancialgroup.com, oakharvestfinancialgroup.com. The office’s located at 920 Memorial…

The National Debt Bomb – $29.5 Trillion and Growing As Of This Filming

January 7, 2022

  I am Chris Perras, Chief Investment Officer at Oak Harvest Financial Group and it’s the new year. First off, the team at Oak Harvest appreciates your support and we appreciate you tuning into our you-tube retirement planning videos as well as our weekly investment “News or Noise” and “Keeping you connected to you Money”…

How To Access Your Retirement Accounts If You Want To Retire Before 59 1/2

January 6, 2022

    Troy Sharpe: What do you do if you want to retire before 59 and a half? If all of your money is inside that tax infested retirement account, you could be subject to a 10% early withdrawal penalty on top of income taxes being owed, federal and possibly state, depending on where you…