22:27

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

23:14

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

28:35

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

26:28

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

25:18

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

24:32

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

23:07

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

22:30

Dave Ramsey YouTube: Reaction to 8% Withdrawal Retirement Strategy

01:08:15

The Power of Fixed Index Annuities for Retirement: Key Benefits and Market Growth Explained

18:13

When Do Trump Tax Cuts Expire? What to Know for Your Retirement Planning

19:50

Will Social Security Run Out By 2033?

24:39

401k Early Withdrawal Concerns: Rule of 55, Health Insurance, and Social Security

22:34

Sequence of Returns Risk: How You Can Manage Its Impact on Your Retirement Portfolio

24:15

I’m 57 with $700k: Can I Retire Early With My 401k and Social Security?

26:44

Retirement Income Strategy: Dividend Stocks Explained and Pitfalls to Avoid

15:18

How the Mega Backdoor Roth Can Help You Save Thousands Long-term in Retirement

10:14

2024 Roth IRA Contribution Limits: To Contribute or Convert? Stretch Your Retirement Savings

08:26

Roth Conversion Ladder: Retirement Tax Rules + Strategic Advantages of RMDs and Partial Conversions

04:28

Delaying Social Security with Surviving Spouse Benefit: Insights from Certified Financial Planner

19:43

Roth Conversion Ladder: How Marital Status, Tax Bracket & Stock Market Affect Outcomes in Retirement

01:01

Making a Difference: Oak Harvest Financial Group's Journey in Values-Driven Finance

19:52

I’m 62 with $750k: How to Retire Early and When to Get That Social Security Award Letter

19:55

I’m 60 with $1.5 Million for Retirement: How a Roth Conversion Ladder Can Save Up to $600k in Taxes

28:29

Retirement Planning at 60: I’m Single with $1 Million, Do I Have Enough to Retire?

28:01

Retiring with $10 Million: How to Outsmart Estate Taxes and Preserve Your Wealth Longer

25:14

Your Retirement Questions Answered about Roth Conversions, Social Security, and More

21:36

I’m 60 with $5 Million Saved for Retirement - How to avoid a $13 Million Tax Nightmare

27:49

I’m 60 with $2 Million, How Much Can I Spend in Retirement Without Running Out of Money?

12:44

Want to Lose More Than 50% of Your Retirement Savings? Don’t Watch This Video

18:05

Retirement Investing: Biggest Misconceptions of Fixed Index Annuities Clarified by CFP® Professional

12:33

Retirement Planning From a CFP® Professional: 6 Keys to a Happy and Successful Retirement

23:03

Social Security: Top 5 Most Common Reasons To Take Benefits Early

25:51

Roth IRA Conversions: Variables That Can Impact Whether Converting is Right for You

15:17

Does Medical Cost Sharing Pay for Cancer Treatment and Other Expensive Retirement Medical Costs?

18:36

Could Medical Cost Sharing Be a Smart Option For Your Retirement? Everything You Need to Know

14:40

I’m 62 with a $2 Million IRA, $700k in Non-Qualified Accounts: Which Distribution Strategy is Right?

15:41

How You Can Use Charitable Remainder Trusts to Be Generous and Save a Lot of Money in Retirement

11:20

What You Can Do With Asset Allocation to Lessen Crippling Taxes and Have More Money in Retirement

19:03

Retirement Planning: How to Save Potentially $600k in Taxes By Avoiding These Common Mistakes

07:00

4 Most Important Things to Consider When Estimating Retirement Expenses

03:53

Oak Harvest Gives Back A Make-A-Wish Trip To Hawaii

26:25

Step 5 of Retirement Success Plan: Estate Planning

18:20

Step 4 of Retirement Success Plan: Health Care Planning

08:42

Getting to Know Jessica Cannella and the Story of How Oak Harvest Financial Group Began

21:29

Step 3 of Retirement Success Plan: Tax Planning

20:37

Step 2 of Retirement Success Plan: Income Planning

12:15

Step 1 of Retirement Success Plan: Investment and Portfolio Analysis

10:35

Five Important Steps to Planning a Secure Retirement

13:02

Retirement Investing: Biggest Mistakes to Avoid That Could Cost You Thousands

17:08

Retirement Investment: How Can I Reduce Risk and Enhance My Return?

01:02:26

Women & Wealth: The Power of Financial Planning in Retirement

19:00

Retirement Planning: What to Ask a Financial Advisor before you HIRE!

24:50

The Oak Harvest Stock Selection Process

05:04

Retirement Planning Tips : How To Break Up With Your Broker and Change Your Advisor!

20:29

2 Retirement Tax Planning Strategies To Save THOUSANDS In Your Retirement Portfolio!

01:46

How To Save $350k In Taxes In Your Retirement Planning and Live Your Retirement DREAM!

27:26

Fixed Index Annuities: Should I Bonus or No Bonus for My Retirement Plan?

17:17

I’m 50 with $1 Mil In My Retirement Portfolio and the Stock Market is down, the Power of Dividends!

12:15

Roth IRA Misconceptions and Its Benefits for Your Retirement Planning In 2023!

09:43

I Had $1.2 Million, Markets are down 20% Can I Retire?