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The Retirement Solutions Show

By Oakmont Advisory

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

  1. 1.
    Expert Episode: Legacy Planning With Attorney Matt Danner11/21/2020
    24:29
  2. 2.
    Healthcare Planning: The Bigger The Boat, The Less Likely The Owner Is The Captain11/16/2020
    28:26
  3. 3.
    Success, Failure & The Common Misunderstanding Of Tax Planning11/06/2020
    28:37
  4. 4.
    Trusting The Experts: Either They're Right, Or You're Right10/26/2020
    34:56
  5. 5.
    Income Planning: Success Is Largely The Failures You Avoid. Wealth Is The Purchases You Don't Make.10/16/2020
    29:36
  6. 6.
    Human Autonomy & Human Agency In An Increasingly Digital Age10/12/2020
    27:49
  7. 7.
    Planning To Plan For a Plan: It's Time To Get Serious, You Need A Plan 10/02/2020
    28:17
  8. 8.
    Options & Strategies Remaining Too Hidden In An Unlikely Spot09/25/2020
    27:14
  1. 9.
    Worry Is Like A Rocking Chair: It Gives You Something To Do, But Doesn't Get You Anywhere09/21/2020
    29:25
  2. 10.
    More Volatility & Stock Splits: Titans and Buyers and Shares, Oh My!09/11/2020
    54:50
  3. 11.
    Rare Is The Individual Who Has The Time, Knowledge, Or Resources To Compete With Professionals 09/04/2020
    27:16
  4. 12.
    Success Has Many Fathers, Failure Is An Orphan08/28/2020
    27:48
  5. 13.
    Allowing Intuitive Processes Not To Be Constrained By Archaic Systems08/21/2020
    54:50
  6. 14.
    Where There's Smoke, There's Sure To Be Fire08/17/2020
    54:50
  7. 15.
    Introducing SmplWealth08/07/2020
    54:50
  8. 16.
    The Dangers Of Outdated Heuristics07/31/2020
    28:10
  9. 17.
    Challenges In Finding Financial News Sanity07/24/2020
    25:21
  10. 18.
    When Too Much Optimism Become Delusion07/20/2020
    27:14
  11. 19.
    The Stickiness Factor: Does What Your Advisor Say Stick With You?07/10/2020
    54:50
  12. 20.
    Professional Compatibility And The Unquiet Mind07/02/2020
    54:50
  13. 21.
    Perceived Opportunity, Emotions, And Your Investments - Where Is The Market Going?06/26/2020
    26:16
  14. 22.
    Special Father's Day Edition!06/19/2020
    27:47
  15. 23.
    Reasonable Extrapolations From Economic Data And The Market Rally06/12/2020
    28:14
  16. 24.
    Tough Times Don't Last, But Tough People Do06/05/2020
    26:37
  17. 25.
    Not Taking Action Is An Action Itself05/29/2020
    27:51
  18. 26.
    Good Intentions With Bad Understanding05/22/2020
    28:10
  19. 27.
    False Summits, False Troughs And The Consistently Inconsistent Media Bias 05/15/2020
    28:15
  20. 28.
    2020 Retirement Plan Derailment - Now What? 05/08/2020
    27:21
  21. 29.
    Should Your Retirement Depend On What The Market Is Doing?05/01/2020
    27:18
  22. 30.
    Foregoing Your 2020 RMD And Roth Conversion04/25/2020
    27:20
  23. 31.
    Adapting To The New Reality 04/21/2020
    25:50
  24. 32.
    Managing The Chaos And Why Waiting For The Recovery Is A Race To The Bottom 04/15/2020
    46:56
  25. 33.
    CARES Act: The Great Reset04/04/2020
    27:51
  26. 34.
    Looking For The Trough & Large Scope Corporate And Societal Adjustments03/30/2020
    25:51
  27. 35.
    Navigating Tumultuous Market Terrain As COVID-19 Continues03/24/2020
    29:16
  28. 36.
    Market Circuit Breakers & Financial Jargon Podcast03/20/2020
    54:50
  29. 37.
    Fed Interest Rate Drop Having Negative Market Reaction03/11/2020
    26:20
  30. 38.
    Market Volatility and Coronavirus02/29/2020
    23:01
  31. 39.
    Can We Count On Social Security Employees To Make Our Claiming Strategy?02/26/2020
    25:48
  32. 40.
    What You Need to Know About How Retirement Funds Are Taxed02/15/2020
    27:45
  33. 41.
    How Much Do You Need to Retire in New Mexico?02/08/2020
    27:00
  34. 42.
    Should You Stay Invested In That Fund?01/27/2020
    26:19
  35. 43.
    Be Wary of Secondhand Financial Advice01/18/2020
    27:31
  36. 44.
    Pros and Cons of the New RMD Age01/11/2020
    28:56
  37. 45.
    How Recency Bias is Affecting Your Retirement12/21/2019
    15:59
  38. 46.
    4 Critical Year-End Financial Tasks12/07/2019
    15:40
  39. 47.
    Anchoring Bias and Your Investment Decisions11/23/2019
    22:48
  40. 48.
    Is Herd Instinct Harming Your Investment Strategy?11/09/2019
    19:20
  41. 49.
    How Investors Are Negatively Impacted By Confirmation Bias10/28/2019
    19:03
  42. 50.
    Loss Aversion and Your Investments10/12/2019
    21:27
  43. 51.
    How Sequence Risk Impacts Your Retirement Savings09/28/2019
    19:41
  44. 52.
    When to Take Social Security + How to Fix a Common Mistake09/14/2019
    16:48
  45. 53.
    How to Manage Market Volatility08/31/2019
    14:03
  46. 54.
    What to Expect from Your First Meeting with a Financial Advisor08/17/2019
    6:32
  47. 55.
    Three Strategies to Reduce Taxes in Retirement08/03/2019
    19:18
  48. 56.
    Best of the Retirement Solutions Show06/28/2019
    54:50
  49. 57.
    Financial Lessons Learned From Our Fathers06/17/2019
    54:50
  50. 58.
    Having a Written Plan Matters06/10/2019
    54:50
  51. 59.
    How to Worry Less About Stock Market Losses06/05/2019
    54:50
  52. 60.
    Do You Have Your Retirement Priorities Straight?05/28/2019
    54:50
  53. 61.
    America's Attitude Toward Retirement05/20/2019
    54:50
  54. 62.
    Will the US China Trade Deal Affect My Retirement?05/13/2019
    54:50
  55. 63.
    How the Depletion of the Social Security Trust Will Impact You05/06/2019
    54:50
  56. 64.
    Why You Need a Retirement Plan04/29/2019
    54:50
  57. 65.
    Is Conventional Financial Wisdom Leading You Astray?04/22/2019
    54:50
  58. 66.
    Retirement Optimism On the Rise04/15/2019
    54:48
  59. 67.
    Finding Meaning in Life Beyond Work04/09/2019
    54:50
  60. 68.
    Factors That Affect Your Tax Obligations04/03/2019
    54:50
  61. 69.
    The Realities of the Stock Market03/26/2019
    54:50
  62. 70.
    Should We Be Concerned About New Wealth Tax Proposals?03/21/2019
    54:50
  63. 71.
    Lessons Learned From the 2008 Financial Crisis03/13/2019
    54:50
  64. 72.
    Why A Big Tax Refund Isn't A Good Thing03/11/2019
    54:50
  65. 73.
    How to Craft a Retirement Spending Plan02/25/2019
    54:50
  66. 74.
    Retirement Withdrawal Strategies02/19/2019
    54:50
  67. 75.
    Planning for Longevity in Retirement02/10/2019
    54:50
  68. 76.
    Are You Paying Too Much in Fees?02/03/2019
    55:00
  69. 77.
    How Start Planning for Retirement01/27/2019
    54:50
  70. 78.
    How to Lower Your Tax Burden in 201901/20/2019
    54:50
  71. 79.
    How We Should React to Market Volatility01/13/2019
    54:50
  72. 80.
    Forced Retirement, Estate Planning Issues, and RMDs12/19/2018
    54:50
  73. 81.
    A Good Estate Plan, Vacation Homes in Retirement, Staying Healthy12/10/2018
    54:50
  74. 82.
    Finding the Best Portfolio, "Predicting" the Future of the Markets, and Year-End Tax Planning12/10/2018
    54:50
  75. 83.
    Making Finances a Priority, Annuity Differences, and What To Do With An Old 401(k)11/29/2018
    54:50
  76. 84.
    Tax Planning Regrets, Rising Account Contribution Limits, and Retirement Mistakes 11/20/2018
    54:50
  77. 85.
    Politics and Your Retirement, Passing Down Property, and Knowing Your Fees11/15/2018
    54:50
  78. 86.
    Withdrawal Strategy, Ralph Interviews Tucker Carlson, and Preserving Your Assets11/07/2018
    54:50
  79. 87.
    Market Turbulence, Safer Asset Classes, and Estate Planning Jargon - The Retirement Solutions Show11/01/2018
    54:50
  80. 88.
    Ralph Talks With Tucker Carlson, What Kills Bull Markets, and Medicare 101 - The Retirement Solutions Show10/23/2018
    54:50
  81. 89.
    Black Monday, the FIRE Movement, and Playing Offense vs. Defense in Retirement - The Retirement Solutions Show10/16/2018
    54:50
  82. 90.
    Inflation Rates, Fixing Retirement Mistakes, and a Paradigm Shift in Estate Planning - The Retirement Solutions Show10/09/2018
    54:50
  83. 91.
    Anniversary of the Financial Crisis, Flawed 401(k) Plans, and the Popularity of the Bond Market - The Retirement Solutions Show10/02/2018
    54:50
  84. 92.
    Social Security Strategy, Reverse Mortgages, and Cookie Cutter Estate Plans - The Retirement Solutions Show09/24/2018
    54:50
  85. 93.
    Creating a Game Plan, Team Approach, and Roth IRA Myths - The Retirement Solutions Show09/18/2018
    54:50
  86. 94.
    Retirement Myths, How Much You'll Need to Retire, and Why Anyone Can Benefit From Financial Planning - The Retirement Solutions Show09/10/2018
    54:50
  87. 95.
    Tax Planning Sweet Spot, Market News, and Power of Attorney 101 - The Retirement Solutions Show09/04/2018
    54:50
  88. 96.
    Keeping Too Much in Cash, Old School Practices, and When to Tap into Your Accounts - The Retirement Solutions Show08/27/2018
    54:50
  89. 97.
    When to Talk to a Financial Advisor, Best Time to Take Social Security, and Getting a Handle on Fees - The Retirement Solutions Show08/20/2018
    54:50
  90. 98.
    Reducing Taxes in Retirement, Balancing Kids and Retirement, and Getting Comfortable With Risk - The Retirement Solutions Show08/13/2018
    54:50
  91. 99.
    Money vs. Age in Retirement, All About RMDs, and Market Volatility Dangers - The Retirement Solutions Show08/08/2018
    54:50
  92. 100.
    Planning for Reality, Understanding the Stock Market, and Tackling Debt Before Retirement - The Retirement Solutions Show07/23/2018
    54:50

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