Webinars
Retirement Education on Demand
Discover the Oak Harvest Financial Group's specialized webinars centered around retirement planning. Equip yourself with the essential tools and knowledge needed to craft a tailored financial plan for your ideal retirement.
Decision 2024: Navigating Market Uncertainty and Tax Changes
As the 2024 presidential election approaches, it's crucial to understand how political developments can influence your financial future. This webinar will break down the key financial issues tied to the election and explore strategies to protect your retirement savings.
Securing Your Retirement: Integrating Life Insurance and Long-Term Care Planning
Explore the critical role of life insurance in securing your retirement. Learn how to protect your savings and ensure a comfortable future by integrating life insurance with long-term care planning. We will guide you through the different types of life insurance policies and help you understand which options are best suited for your retirement needs.
401(k) Strategies for the Working Professional
Unlock effective 401(k) strategies to maximize your savings while working and in retirement. Understand tax implications, the Mega Backdoor Roth for high earners, and the pitfalls of target date funds. Discover the importance of tax diversification beyond your 401(k)!
Retirement Transitions
Prepare for a fulfilling retirement journey with an insightful discussion covering key topics such as spending joyfully and categorizing expenses. Explore the emotional impact of retirement, strategies for staying fulfilled, and methods for combatting loneliness and loss of identity post-retirement. Don't miss out on this valuable opportunity to gain valuable insights and make the most of your retirement years!
Navigating Election Year Volatility in the Markets
Crucial insights you need for informed decision-making during this election season and what it means for your money. From analyzing the 2024 1st quarter market performance to outlining the outlook for Q2 and Q3 leading into the election, we'll equip you with valuable knowledge to navigate the market effectively.
Tax Planning in Retirement
PROTECTING YOUR RETIREMENT FROM TAX HIKES, MARKET LOSSES, INFLATION, & MORE
Learn about tax planning strategies designed to help your family be prepared to meet all obstacles faced in your retirement years.
Navigating Healthcare Costs in Retirement
As you prepare to leave the workforce and embark on your retirement journey, understanding the intricacies of medical costs is crucial. Join us for this informative webinar, where we'll delve into various aspects to help you plan effectively.
Estate Planning: How Financial and Legal Strategies can Enhance Your Retirement
Explore how you can leverage your estate plan to optimize your retirement strategy.
Passive Vs. Active Portfolio Management
Uncover the Strategies Behind Your Investments
Strategies to Optimize Your Social Security Benefits
Learn about the different factors that affect your Social Security benefits and the impact on your retirement income.
THE RETIREMENT INCOME SHOW
Listen to our radio show hosted by Troy Sharpe at 12 p.m. every Sunday on 740 AM Newsradio 740KTRH.
YOUTUBE RETIREMENT CHANNEL
Plan for your retirement more effectively, through informative case studies on challenges faced by people just like you.
