Oak Harvest Financial Group
All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations.Public comments on videos are not controlled or reviewed by Oak Harvest and do not reflect the views of Oak Harvest. Oak Harvest may delete comments that contain vulgarity, threats, spam, scams, or other harmful content. Comments are read at the viewer's own risk. Viewers should be wary of fake posts, scams, or other harmful content. Oak Harvest's contact information is ONLY the information found on: www.oakharvestfg.com
Troy Sharpe, Founder and CEO, is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Certified Tax Specialist® (CTS®). Join Troy each Sunday at 12 p.m. on NewsRadio AM740, KTRH, when he hosts “The Retirement Income Show.”
Jessica Cannella, Co-Founder and President, is a 15-year veteran in the financial services industry. She focuses on empowering women.
- 19:50
- Ай бұрын
Will Social Security Run Out By 2033?
- 10:14
- 4 ай бұрын
2024 Roth IRA Contribution Limits: To Contribute or Convert? Stretch Your Retirement Savings
- 8:26
- 4 ай бұрын
Roth Conversion Ladder: Retirement Tax Rules + Strategic Advantages of RMDs and Partial Conversions
- 4:28
- 4 ай бұрын
Delaying Social Security with Surviving Spouse Benefit: Insights from Certified Financial Planner
- 19:43
- 5 ай бұрын
Roth Conversion Ladder: How Marital Status, Tax Bracket & Stock Market Affect Outcomes in Ret...
- 19:52
- 5 ай бұрын
I’m 62 with $750k: How to Retire Early and When to Get That Social Security Award Letter
- 19:55
- 6 ай бұрын
I’m 60 with $1.5 Million for Retirement: How a Roth Conversion Ladder Can Save Up to $600k in Taxes
- 28:01
- 6 ай бұрын
Retiring with $10 Million: How to Outsmart Estate Taxes and Preserve Your Wealth Longer
- 21:36
- 7 ай бұрын
I’m 60 with $5 Million Saved for Retirement - How to avoid a $13 Million Tax Nightmare
- 27:49
- 7 ай бұрын
I’m 60 with $2 Million, How Much Can I Spend in Retirement Without Running Out of Money?
- 18:05
- 8 ай бұрын
Retirement Investing: Biggest Misconceptions of Fixed Index Annuities Clarified by CFP® Professional
- 12:33
- 8 ай бұрын
Retirement Planning From a CFP® Professional: 6 Keys to a Happy and Successful Retirement
- 15:17
- 9 ай бұрын
Does Medical Cost Sharing Pay for Cancer Treatment and Other Expensive Retirement Medical Costs?
- 18:36
- 9 ай бұрын
Could Medical Cost Sharing Be a Smart Option For Your Retirement? Everything You Need to Know
- 14:40
- 9 ай бұрын
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