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Oak Harvest Financial Group @UCkLvOm9F5iC01-hHxRmUXpQ@youtube.com

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Plan for your retirement more effectively, through informati


26:43
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?
23:19
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?
14:37
I Have $1 Million and I'm Retiring In a Recession, How Do I Keep My Retirement Portfolio Safe?
25:47
I'm 65 with $1.7 Mil What's the Relationship Between Social Security, Taxes, IRAs, Roth Conversions
18:56
Top 10 Affordable, Fun, and Safe Places to Retire in Texas!