Five Important Steps to Planning a Secure Retirement

What steps should you take to ensure that you'll have enough time to enjoy your retirement without financial stress? This is where the Retirement Success Plan comes in. In this video, Troy Sharpe discusses how Oak Harvest’s signature Retirement Success Plan can help you make sure you’ve overturned every stone and made a plan for each facet of your retirement.
Along with the plan, Troy discusses how monitoring and adjusting is a crucial part of the process to making sure you stay on track in retirement.
00:52 Intro to Oak Harvest's Retirement Success Plan (RSP)
01:39 The Biggest Concept to Understand About Retirement Planning
03:51 The Purpose of the RSP
05:40 Step One of the RSP: Allocation Meeting
07:00 Step Two of the RSP: Income Planning
07:32 Step Three of the RSP: Tax Planning
08:14 Step Four of the RSP: Health Care Planning
08:53 Step Five of the RSP: Estate Planning
Do you need a Retirement Success Plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at [phone] or fill out this form for a free consultation: click2retire.c...
Disclaimer:
This video discusses fixed-income investing and utilizes the 10-year U.S. treasury as a general representative fixed-income investment. Conclusions reached, opinions stated, and downside risks and potential returns presented should not be construed as applying to other types of bonds or fixed-income assets. Other types of fixed-income products carry different levels of risk and return potential and should be evaluated as an element of a diversified portfolio with your specific risk tolerance, investment objectives, and timeline in mind. Nothing in this video is investment advice, an investment recommendation, or an offer to buy or sell any security. Investing involves risk.
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[@M22Research]

Been watching and learning from your videos for a couple years. This the first time I’ve seen your process so thoroughly laid out. We’re semi-retired and plan to completely retire within 2 years. I’m pretty comfortable with our overall plan and have been using a popular Monte Carlo retirement planning package. But I realize having another set of eyes and advice for me as well as for my wife if I die first, would be wise. While we’re not yet completely comfortable with engaging an out of state firm, we do like the wide scope of of your process, particularly if that scope is included in your standard fee.

[@OakHarvestFinancialGroup]

Hey @M 22, Thank you for your support! We appreciate that you enjoy our content. Feel free to click the link below to speak to one of our advisors if you have any questions: click2retire.com/5steps

[@Revo2222-j2u]

Do you take clients out of state ? I live in Pennsylvania but your group seems upfront & honest .

[@4score]

The fact that your question was posed over a month ago with no reply is very worrisome.

[@careym8437]

We’re sold. We really want to work with you but we aren’t retired yet and most of our savings is in my husbands 401k. and he is 2-4 years from retirement. I know we need to do Roth conversions but don’t know how or when.

[@OakHarvestFinancialGroup]

Hey @Carey M! We would love to help! Please click the link below to request a free consultation with our financial advisors: click2retire.com/5steps