Social Security Fairness Act Explained: What It Means for Your Retirement

Understanding Bonds for Retirement: Basics, Market Insights, and How Brokers Get Paid

2024 Stock Market Wrap-Up: Hits, Misses, and Insights from Oak Harvest Investment Team

Oak Harvest's 1st Half 2025 Market Outlook Summit

Hidden Dangers in your Portfolio: Creating a Risk Management Plan for Your Retirement

Post-Election Market Insights: How Could the Election Results Impact Your Retirement Portfolio?

14% Gains with 60% Short Term Losses: Is Chasing Market Returns Worth the Risk in Retirement?

I’m 50 with $800K Saved: Avoid the RMD Trap and Save Big on Taxes in Retirement

Live Retirement Planning Session: I'm 65 with $1.4M in IRAs

I’m 50 with $800K, Can I Retire at 60? How Social Security, Inflation and Taxes Impact Your Savings

Soft Landing or Crash? How the Fed’s Decision May Impact the Stock Market and Your Retirement

12 Ways a Roth IRA Conversion Could Save You Thousands or More in Retirement

Protect Your Retirement Legacy: Understanding IRA Inheritance, RMD Rules, & Trust Basics Livestream

Save on Retirement Taxes: Updates to RMD Rules on Inherited IRAs

I’m 64 with $500k Saved: Can I Retire?

Live Retirement Planning Session: I'm 60 with $1 Million

How to Manage Your Retirement Portfolio: Forget 4% Rule and Withdraw 10% Every Year in Retirement

2H2024 Market Outlook Summit