Oak Harvest Financial Group - Invidious

Oak Harvest Financial Group

Plan for your retirement more effectively, through informative case studies on challenges faced by people just like you.

From income, Social Security, tax strategies, and more, we give you easy and actionable tools to help you live out the retirement you envision for yourself.

My name is Troy Sharpe CFP ®, and I am the founder and CEO of Oak Harvest Financial Group, a Houston-based RIA that applies our collective wisdom to deliver proven, data-driven, innovative solutions catered to each client individually.

All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations.

Public comments on videos do not reflect the views of Oak Harvest and may be deleted for vulgarity, threats, spam, scams, or harmful content. Viewers read comments at their own risk. Oak Harvest’s contact information is ONLY found on: www.oakharvestfg.com.

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23:03

Social Security: Top 5 Most Common Reasons To Take Benefits Early

Oak Harvest Financial Group

Shared 1 year ago

23K views

25:51

Roth IRA Conversions: Variables That Can Impact Whether Converting is Right for You

Oak Harvest Financial Group

Shared 1 year ago

13K views

15:17

Does Medical Cost Sharing Pay for Cancer Treatment and Other Expensive Retirement Medical Costs?

Oak Harvest Financial Group

Shared 1 year ago

1.4K views

18:36

Could Medical Cost Sharing Be a Smart Option For Your Retirement? Everything You Need to Know

Oak Harvest Financial Group

Shared 1 year ago

5.2K views

14:40

I’m 62 with a $2 Million IRA, $700k in Non-Qualified Accounts: Which Distribution Strategy is Right?

Oak Harvest Financial Group

Shared 1 year ago

13K views

15:41

How You Can Use Charitable Remainder Trusts to Be Generous and Save a Lot of Money in Retirement

Oak Harvest Financial Group

Shared 1 year ago

6.6K views

11:20

What You Can Do With Asset Allocation to Lessen Crippling Taxes and Have More Money in Retirement

Oak Harvest Financial Group

Shared 1 year ago

6.9K views

19:03

Retirement Planning: How to Save Potentially $600k in Taxes By Avoiding These Common Mistakes

Oak Harvest Financial Group

Shared 1 year ago

26K views

7:00

4 Most Important Things to Consider When Estimating Retirement Expenses

Oak Harvest Financial Group

Shared 1 year ago

8.3K views

3:53

Oak Harvest Gives Back A Make-A-Wish Trip To Hawaii

Oak Harvest Financial Group

Shared 1 year ago

444 views

26:25

Step 5 of Retirement Success Plan: Estate Planning

Oak Harvest Financial Group

Shared 1 year ago

11K views

18:20

Step 4 of Retirement Success Plan: Health Care Planning

Oak Harvest Financial Group

Shared 1 year ago

8.5K views

8:42

Getting to Know Jessica Cannella and the Story of How Oak Harvest Financial Group Began

Oak Harvest Financial Group

Shared 1 year ago

4K views

21:29

Step 3 of Retirement Success Plan: Tax Planning

Oak Harvest Financial Group

Shared 1 year ago

13K views

20:37

Step 2 of Retirement Success Plan: Income Planning

Oak Harvest Financial Group

Shared 1 year ago

10K views

12:15

Step 1 of Retirement Success Plan: Investment and Portfolio Analysis

Oak Harvest Financial Group

Shared 1 year ago

8.6K views

10:35

Five Important Steps to Planning a Secure Retirement

Oak Harvest Financial Group

Shared 1 year ago

9.2K views

13:02

Retirement Investing: Biggest Mistakes to Avoid That Could Cost You Thousands

Oak Harvest Financial Group

Shared 1 year ago

6.5K views

17:08

Retirement Investment: How Can I Reduce Risk and Enhance My Return?

Oak Harvest Financial Group

Shared 1 year ago

7.2K views

1:02:26

Women & Wealth: The Power of Financial Planning in Retirement

Oak Harvest Financial Group

Shared 1 year ago

1.9K views

19:00

Retirement Planning: What to Ask a Financial Advisor before you HIRE!

Oak Harvest Financial Group

Shared 1 year ago

7K views

24:50

The Oak Harvest Stock Selection Process

Oak Harvest Financial Group

Shared 1 year ago

2K views

5:04

Retirement Planning Tips : How To Break Up With Your Broker and Change Your Advisor!

Oak Harvest Financial Group

Shared 1 year ago

1.7K views

20:29

2 Retirement Tax Planning Strategies To Save THOUSANDS In Your Retirement Portfolio!

Oak Harvest Financial Group

Shared 1 year ago

11K views

1:46

How To Save $350k In Taxes In Your Retirement Planning and Live Your Retirement DREAM!

Oak Harvest Financial Group

Shared 1 year ago

6.2M views

27:26

Fixed Index Annuities: Should I Bonus or No Bonus for My Retirement Plan?

Oak Harvest Financial Group

Shared 1 year ago

11K views

17:17

I’m 50 with $1 Mil In My Retirement Portfolio and the Stock Market is down, the Power of Dividends!

Oak Harvest Financial Group

Shared 1 year ago

12K views

12:15

Roth IRA Misconceptions and Its Benefits for Your Retirement Planning In 2023!

Oak Harvest Financial Group

Shared 1 year ago

7.9K views

9:43

I Had $1.2 Million, Markets are down 20% Can I Retire?

Oak Harvest Financial Group

Shared 1 year ago

12K views

14:37

I Have $1 Million and I'm Retiring In a Recession, How Do I Keep My Retirement Portfolio Safe?

Oak Harvest Financial Group

Shared 1 year ago

10K views