The Retirement Solutions Show

Follow The Retirement Solutions Show
Share on
Copy link to clipboard

The Retirement Solutions Show offers sound advice and peace of mind when it comes to retirement planning.

Oakmont Advisory


    • Jul 23, 2021 LATEST EPISODE
    • every other week NEW EPISODES
    • 33m AVG DURATION
    • 104 EPISODES


    Search for episodes from The Retirement Solutions Show with a specific topic:

    Latest episodes from The Retirement Solutions Show

    Near Death Experiences Have a 0% Fatality Rate...But, You Still Need a Legacy Plan

    Play Episode Listen Later Jul 23, 2021 24:15


    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. Subscribe to the Podcast ITUNES STITCHER SPOTIFY If you enjoy the Retirement Solutions Show, we'd appreciate your feedback! Leave a review on iTunes and let us know how we're doing. Reviews help others in or nearing retirement find our show. CLICK HERE TO LEAVE A REVIEW.

    reviews learn more
    Inflation, Wealth Transfer, and Early Retirement Concerns & Considerations

    Play Episode Listen Later Jul 16, 2021 28:28


    Locating Old Forgotten Retirement Plans and The Capital Gains Tax Hike

    Play Episode Listen Later Jun 18, 2021 26:06


    Retirement Concerns, Coach K, Why Tax Planning Is Not Tax Preparation

    Play Episode Listen Later Jun 11, 2021 31:08


    retirement planning
    The Merits and Perils of Sophistication, Simplification, Complexity and Confusion

    Play Episode Listen Later Jun 4, 2021 23:31


    Retirement Regrets and Fear of Risk

    Play Episode Listen Later May 28, 2021 26:06


    A Second SECURE Act and Why You Should Build An Estate Plan

    Play Episode Listen Later May 14, 2021 21:16


    A Few Thoughts on Target Date Funds, Tax Hikes, and Baseball

    Play Episode Listen Later May 7, 2021 24:17


    The Nature of Human Nature: Rookie Mistakes and Understanding Fees

    Play Episode Listen Later Apr 30, 2021 25:09


    Inflation Preparation and Unexpected Early Retirement

    Play Episode Listen Later Apr 29, 2021 19:17


    Markets Continue To Rise & Caring About Long Term Care

    Play Episode Listen Later Apr 16, 2021 22:41


    Pandemics: A Dress Rehearsal For Your Retirement

    Play Episode Listen Later Apr 9, 2021 18:14


    Good Friday Retirement Solutions Show

    Play Episode Listen Later Apr 2, 2021 20:56


    Wealth Tax, Financial Mistakes, and Estate Planning

    Play Episode Listen Later Mar 12, 2021 27:28


    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.

    The Financial Transaction Tax + Shaq!

    Play Episode Listen Later Mar 5, 2021 23:48


    Market Volatility & Backdoor Roths

    Play Episode Listen Later Feb 26, 2021 28:46


    Are Stimulus Checks Taxable?

    Play Episode Listen Later Feb 19, 2021 23:18


    "The wise man bridges the gap by laying out the path by means of which he can get from where he is to where he wants to go.” -J.P. Morgan

    More Stimulus + Death By A Thousand Cuts: Locating Hidden Fees In Your Retirement Accounts

    Play Episode Listen Later Feb 12, 2021 21:40


    "The individual investor should act consistently as an investor and not as a speculator. This means … that he should be able to justify every purchase he makes and each price he pays by impersonal, objective reasoning that satisfies him that he is getting more than his money's worth for his purchase.” - Ben Graham

    ben graham
    Inheritance, Spending, And The Tide That Lifts All Boats

    Play Episode Listen Later Feb 5, 2021 27:28


    Aspirations, Allocations, Anticipations, Alleviations, and Appropriate Adaptations

    Play Episode Listen Later Jan 29, 2021 27:28


    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.

    Protect Retirement From Congress and Retirement Check Up

    Play Episode Listen Later Jan 22, 2021 23:47


    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.

    2021 Tax Changes: Don't Throw Caution To The Wind

    Play Episode Listen Later Jan 15, 2021 26:32


    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.

    January 8, 2021

    Play Episode Listen Later Jan 14, 2021 32:38


    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.

    Goodbye 2020: Onward & Upward

    Play Episode Listen Later Dec 18, 2020 22:52


    End Of Year Planning: It's The Most Errorful Time Of The Year!

    Play Episode Listen Later Dec 11, 2020 31:10


    2021 Retirement Updates

    Play Episode Listen Later Dec 4, 2020 28:17


    Expert Episode: Legacy Planning With Attorney Matt Danner

    Play Episode Listen Later Nov 21, 2020 24:28


    SmplWealth Join The Waitlist Today By Clicking Here

    Healthcare Planning: The Bigger The Boat, The Less Likely The Owner Is The Captain

    Play Episode Listen Later Nov 16, 2020 28:26


    SmplWealth Join The Waitlist Today By Clicking Here

    Success, Failure & The Common Misunderstanding Of Tax Planning

    Play Episode Listen Later Nov 6, 2020 28:37


    SmplWealth Join The Waitlist Today By Clicking Here

    Trusting The Experts: Either They're Right, Or You're Right

    Play Episode Listen Later Oct 26, 2020 34:56


    SmplWealth Join The Waitlist Today By Clicking Here

    Income Planning: Success Is Largely The Failures You Avoid. Wealth Is The Purchases You Don't Make.

    Play Episode Listen Later Oct 16, 2020 29:35


    SmplWealth Join The Waitlist Today By Clicking Here

    Human Autonomy & Human Agency In An Increasingly Digital Age

    Play Episode Listen Later Oct 12, 2020 27:49


    SmplWealth Join The Waitlist Today By Clicking Here

    Planning To Plan For a Plan: It's Time To Get Serious, You Need A Plan

    Play Episode Listen Later Oct 2, 2020 28:18


    SmplWealth Join The Waitlist Today By Clicking Here

    Options & Strategies Remaining Too Hidden In An Unlikely Spot

    Play Episode Listen Later Sep 25, 2020 27:15


    SmplWealth Join The Waitlist Today By Clicking Here

    Worry Is Like A Rocking Chair: It Gives You Something To Do, But Doesn't Get You Anywhere

    Play Episode Listen Later Sep 21, 2020 29:26


    SmplWealth Join The Waitlist Today By Clicking Here

    More Volatility & Stock Splits: Titans and Buyers and Shares, Oh My!

    Play Episode Listen Later Sep 11, 2020 54:51


    SmplWealth Join The Waitlist Today By Clicking Here

    Rare Is The Individual Who Has The Time, Knowledge, Or Resources To Compete With Professionals

    Play Episode Listen Later Sep 4, 2020 27:15


    SmplWealth Join The Waitlist Today By Clicking Here

    Success Has Many Fathers, Failure Is An Orphan

    Play Episode Listen Later Aug 28, 2020 27:47


    Join The SmplWealth Waitlist Here

    Allowing Intuitive Processes Not To Be Constrained By Archaic Systems

    Play Episode Listen Later Aug 21, 2020 54:51


    SmplWealth: Join The Waitlist Here

    Where There's Smoke, There's Sure To Be Fire

    Play Episode Listen Later Aug 17, 2020 54:51


    Introducing SmplWealth

    Play Episode Listen Later Aug 7, 2020 54:51


    Join The Waitlist By Clicking Here

    The Dangers Of Outdated Heuristics

    Play Episode Listen Later Jul 31, 2020 28:09


    Timestamps [2:51] - Managing Expectations For The Remainder Of 2020 [8:31] - Why The Social Security Administration Failing To Explore Maximizing Your Benefit [13:41] - The Dangers Of Outdated Heuristics [21:34] - Asking All The Wrong Questions 

    Challenges In Finding Financial News Sanity

    Play Episode Listen Later Jul 24, 2020 25:21


    Timestamps [2:07] - Challenges In Finding Financial News Sanity [7:06] - The Potential Costs Of Too Much Government Spending  [10:22] - Income Shortfall: The Stressful Tight Rope Walk Into Retirement [18:07] - Tax Traps [20:12] - New 401(k) Concept Called "Auto Portability" 

    When Too Much Optimism Become Delusion

    Play Episode Listen Later Jul 20, 2020 27:14


    Timestamps [4:33] - When Does Too Much Optimism Become Delusion? [8:59] - Anticipating Unanticipated Taxes [13:27] - Sources Of Lifetime Income: To Guarantee Or Not To Guarantee? [19:16] - Growing Numbers Of Social Security Benefits Will Be Required To Address Healthcare

    The Stickiness Factor: Does What Your Advisor Say Stick With You?

    Play Episode Listen Later Jul 10, 2020 54:51


    Timestamps [3:07] - Exploring The Tax Landscape With A Roth IRA [7:55] - Target Date Funds Missing The Bullseye [15:00] - The Stickiness Factor: Does What Your Advisor Say Stick With You? [19:07] - There Is No Retirement Without Income [23:05] - Socially Responsible Investing And Limited Options With Your 401(k) [29:50] - Financial Jargon Podcast!

    Professional Compatibility And The Unquiet Mind

    Play Episode Listen Later Jul 2, 2020 54:51


    Timestamps [1:15] - Are The Market And The Economy Inextricably Linked? [8:10] - Trying To Find The High Note Amongst All The Noise [15:53] - Emotional Aspects Going Into And In Retirement: The Importance Of Your Plan [21:58] - Professional Compatibility And The Unquiet Mind [29:10] - Bonus: Financial Jargon Podcast Episode!

    Perceived Opportunity, Emotions, And Your Investments - Where Is The Market Going?

    Play Episode Listen Later Jun 26, 2020 26:15


    Special Father's Day Edition!

    Play Episode Listen Later Jun 19, 2020 27:46


    Timestamps [0:53] - Money Lessons From Dad And Other Fatherly Advice [3:05] - The Unnecessary Path Of Learning Through Cruel Experience [9:37] - Ways Covid-19 Could Affect Social Security [16:44] - Once You Win The Game, You Stop Playing [23:37] - Taxes: Congress Gets Creative, Why Shouldn't You?

    why shouldn
    Reasonable Extrapolations From Economic Data And The Market Rally

    Play Episode Listen Later Jun 12, 2020 28:13


    Timestamps [1:21] - Another Day In Phil Collins' Proverbial Paradise: Economic Data And The Market Rally [5:49] - Are You Sufficiently Equipped To Navigate The Do-It-Yourself-Planning Landscape? [14:52] - Do People Feel More Secure With A Financial Adviser? [21:06] - Numbers, Graphs, And Metrics VS Values, Priorities, And Emotions

    numbers priorities graphs
    Tough Times Don't Last, But Tough People Do

    Play Episode Listen Later Jun 5, 2020 26:38


    Timestamps [0:42] - Now Is A Good Time To Review Your Retirement Strategy [3:27] - Tough Times Don't Last, But Tough People Do [8:42] - Understanding The Bear Market Rally [11:37] - Wall Street Optimism Vs Main Street Pessimism  [14:38] - Missing The Forrest For The Trees  [20:15] - Dialing In The Appropriate Amount Of Risk & Underestimating Your Longevity

    Not Taking Action Is An Action Itself

    Play Episode Listen Later May 29, 2020 27:51


    Timestamps [1:28] - Not Taking Action Is An Action Itself [4:53] - Keeping Pace With Capitol Hill [9:29] - Cash Flow & Withdrawal Strategies: Where, When, What, Why? [16:03] - Grab A Tourniquet! Pension Plans Are Bleeding Out [21:20] - Don't Jump From The Plane & Build The Parachute On The Way Down

    Claim The Retirement Solutions Show

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel