100 episodes
The Retirement Solutions Show Oakmont Advisory
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- Business
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4.3 • 8 Ratings
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The Retirement Solutions Show offers sound advice and peace of mind when it comes to retirement planning.
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Near Death Experiences Have a 0% Fatality Rate...But, You Still Need a Legacy Plan
Get your free Oakmont Blueprint Ready to take the leap toward a more secure retirement? GET STARTED TODAY. We start with a 30-minute phone call to determine if our services fit your situation. We want to ensure we can provide solutions to your concerns before we move forward. LEARN MORE.
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Inflation, Wealth Transfer, and Early Retirement Concerns & Considerations
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Locating Old Forgotten Retirement Plans and The Capital Gains Tax Hike
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Retirement Concerns, Coach K, Why Tax Planning Is Not Tax Preparation
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The Merits and Perils of Sophistication, Simplification, Complexity and Confusion
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Customer Reviews
Good info
They give great info - my criticism would be that I wish they’d cut back on trying to continually sell their services like an infomercial. Gets annoying.
Relative, Informative & Overall Great Show
I really like these guys. Somehow they pull off being very informative, funny & entertaining but still professional and know what they’re talking about it. Keep up the good work!