Oak Harvest Financial Group
54.6K subscribers
1:08:15
The Power of Fixed Index Annuities for Retirement: Key Benefits and Market Growth Explained
Oak Harvest Financial Group
915 views • 5 days ago
0:37
COMING SOON: Advanced Strategies for Portfolio Management to Add Return and Mitigate Investment Risk
Oak Harvest Financial Group
287 views • 6 days ago
18:13
When Do Trump Tax Cuts Expire? What to Know for Your Retirement Planning
Oak Harvest Financial Group
12K views • 2 weeks ago
19:50
Will Social Security Run Out By 2033?
Oak Harvest Financial Group
6.3K views • 1 month ago
24:39
401k Early Withdrawal Concerns: Rule of 55, Health Insurance, and Social Security
Oak Harvest Financial Group
8.2K views • 1 month ago
22:34
Sequence of Returns Risk: How You Can Manage Its Impact on Your Retirement Portfolio
Oak Harvest Financial Group
5K views • 2 months ago
24:15
I’m 57 with $700k: Can I Retire Early With My 401k and Social Security?
Oak Harvest Financial Group
106K views • 2 months ago
26:44
Retirement Income Strategy: Dividend Stocks Explained and Pitfalls to Avoid
Oak Harvest Financial Group
46K views • 2 months ago
15:18
How the Mega Backdoor Roth Can Help You Save Thousands Long-term in Retirement
Oak Harvest Financial Group
3.9K views • 3 months ago
10:14
2024 Roth IRA Contribution Limits: To Contribute or Convert? Stretch Your Retirement Savings
Oak Harvest Financial Group
3.9K views • 3 months ago
8:26
Roth Conversion Ladder: Retirement Tax Rules + Strategic Advantages of RMDs and Partial Conversions
Oak Harvest Financial Group
23K views • 4 months ago
4:28
Delaying Social Security with Surviving Spouse Benefit: Insights from Certified Financial Planner
Oak Harvest Financial Group
3.7K views • 4 months ago
19:43
Roth Conversion Ladder: How Marital Status, Tax Bracket & Stock Market Affect Outcomes in Retirement
Oak Harvest Financial Group
22K views • 5 months ago
1:01
Making a Difference: Oak Harvest Financial Group's Journey in Values-Driven Finance
Oak Harvest Financial Group
742K views • 5 months ago
19:52
I’m 62 with $750k: How to Retire Early and When to Get That Social Security Award Letter
Oak Harvest Financial Group
325K views • 5 months ago
19:55
I’m 60 with $1.5 Million for Retirement: How a Roth Conversion Ladder Can Save Up to $600k in Taxes
Oak Harvest Financial Group
157K views • 5 months ago
28:29
Retirement Planning at 60: I’m Single with $1 Million, Do I Have Enough to Retire?
Oak Harvest Financial Group
16K views • 6 months ago
28:01
Retiring with $10 Million: How to Outsmart Estate Taxes and Preserve Your Wealth Longer
Oak Harvest Financial Group
5.7K views • 6 months ago
25:14
Your Retirement Questions Answered about Roth Conversions, Social Security, and More
Oak Harvest Financial Group
5.8K views • 6 months ago
21:36
I’m 60 with $5 Million Saved for Retirement - How to avoid a $13 Million Tax Nightmare
Oak Harvest Financial Group
11K views • 7 months ago
27:49
I’m 60 with $2 Million, How Much Can I Spend in Retirement Without Running Out of Money?
Oak Harvest Financial Group
99K views • 7 months ago
12:44
Want to Lose More Than 50% of Your Retirement Savings? Don’t Watch This Video
Oak Harvest Financial Group
7.3K views • 7 months ago
18:05
Retirement Investing: Biggest Misconceptions of Fixed Index Annuities Clarified by CFP® Professional
Oak Harvest Financial Group
9.6K views • 7 months ago
12:33
Retirement Planning From a CFP® Professional: 6 Keys to a Happy and Successful Retirement
Oak Harvest Financial Group
12K views • 8 months ago
23:03
Social Security: Top 5 Most Common Reasons To Take Benefits Early
Oak Harvest Financial Group
22K views • 8 months ago
25:51
Roth IRA Conversions: Variables That Can Impact Whether Converting is Right for You
Oak Harvest Financial Group
13K views • 9 months ago
15:17
Does Medical Cost Sharing Pay for Cancer Treatment and Other Expensive Retirement Medical Costs?
Oak Harvest Financial Group
1.4K views • 9 months ago
18:36
Could Medical Cost Sharing Be a Smart Option For Your Retirement? Everything You Need to Know
Oak Harvest Financial Group
5.1K views • 9 months ago
14:40
I’m 62 with a $2 Million IRA, $700k in Non-Qualified Accounts: Which Distribution Strategy is Right?
Oak Harvest Financial Group
12K views • 9 months ago
15:41
How You Can Use Charitable Remainder Trusts to Be Generous and Save a Lot of Money in Retirement
Oak Harvest Financial Group
5.3K views • 10 months ago
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