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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23:14

I’m 50 with $800K Saved: Avoid the RMD Trap and Save Big on Taxes in Retirement

Oak Harvest Financial Group

Shared 4 days ago

1.9K views

28:35

I’m 50 with $800K, Can I Retire at 60? How Social Security, Inflation and Taxes Impact Your Savings

Oak Harvest Financial Group

Shared 1 month ago

4.8K views

26:28

12 Ways a Roth IRA Conversion Could Save You Thousands or More in Retirement

Oak Harvest Financial Group

Shared 1 month ago

2.9K views

25:18

Save on Retirement Taxes: Updates to RMD Rules on Inherited IRAs

Oak Harvest Financial Group

Shared 2 months ago

2.7K views

24:32

I’m 64 with $500k Saved: Can I Retire?

Oak Harvest Financial Group

Shared 3 months ago

12K views

23:07

How to Manage Your Retirement Portfolio: Forget 4% Rule and Withdraw 10% Every Year in Retirement

Oak Harvest Financial Group

Shared 3 months ago

35K views

22:30

Dave Ramsey YouTube: Reaction to 8% Withdrawal Retirement Strategy

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Shared 4 months ago

17K views

1:08:15

The Power of Fixed Index Annuities for Retirement: Key Benefits and Market Growth Explained

Oak Harvest Financial Group

Shared 4 months ago

3K views

18:13

When Do Trump Tax Cuts Expire? What to Know for Your Retirement Planning

Oak Harvest Financial Group

Shared 5 months ago

14K views

19:50

Will Social Security Run Out By 2033?

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Shared 5 months ago

7.6K views

24:39

401k Early Withdrawal Concerns: Rule of 55, Health Insurance, and Social Security

Oak Harvest Financial Group

Shared 6 months ago

12K views

22:34

Sequence of Returns Risk: How You Can Manage Its Impact on Your Retirement Portfolio

Oak Harvest Financial Group

Shared 6 months ago

9.5K views

24:15

I’m 57 with $700k: Can I Retire Early With My 401k and Social Security?

Oak Harvest Financial Group

Shared 7 months ago

176K views

26:44

Retirement Income Strategy: Dividend Stocks Explained and Pitfalls to Avoid

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Shared 7 months ago

57K views

15:18

How the Mega Backdoor Roth Can Help You Save Thousands Long-term in Retirement

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Shared 8 months ago

7.6K views

10:14

2024 Roth IRA Contribution Limits: To Contribute or Convert? Stretch Your Retirement Savings

Oak Harvest Financial Group

Shared 8 months ago

4.8K views

8:26

Roth Conversion Ladder: Retirement Tax Rules + Strategic Advantages of RMDs and Partial Conversions

Oak Harvest Financial Group

Shared 9 months ago

24K views

4:28

Delaying Social Security with Surviving Spouse Benefit: Insights from Certified Financial Planner

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Shared 9 months ago

5.3K views

19:43

Roth Conversion Ladder: How Marital Status, Tax Bracket & Stock Market Affect Outcomes in Retirement

Oak Harvest Financial Group

Shared 9 months ago

25K views

1:01

Making a Difference: Oak Harvest Financial Group's Journey in Values-Driven Finance

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Shared 9 months ago

1.5M views

19:52

I’m 62 with $750k: How to Retire Early and When to Get That Social Security Award Letter

Oak Harvest Financial Group

Shared 10 months ago

615K views

19:55

I’m 60 with $1.5 Million for Retirement: How a Roth Conversion Ladder Can Save Up to $600k in Taxes

Oak Harvest Financial Group

Shared 10 months ago

205K views

28:29

Retirement Planning at 60: I’m Single with $1 Million, Do I Have Enough to Retire?

Oak Harvest Financial Group

Shared 11 months ago

17K views

28:01

Retiring with $10 Million: How to Outsmart Estate Taxes and Preserve Your Wealth Longer

Oak Harvest Financial Group

Shared 11 months ago

8.1K views

25:14

Your Retirement Questions Answered about Roth Conversions, Social Security, and More

Oak Harvest Financial Group

Shared 11 months ago

6K views

21:36

I’m 60 with $5 Million Saved for Retirement - How to avoid a $13 Million Tax Nightmare

Oak Harvest Financial Group

Shared 11 months ago

19K views

27:49

I’m 60 with $2 Million, How Much Can I Spend in Retirement Without Running Out of Money?

Oak Harvest Financial Group

Shared 1 year ago

114K views

12:44

Want to Lose More Than 50% of Your Retirement Savings? Don’t Watch This Video

Oak Harvest Financial Group

Shared 1 year ago

7.4K views

18:05

Retirement Investing: Biggest Misconceptions of Fixed Index Annuities Clarified by CFP® Professional

Oak Harvest Financial Group

Shared 1 year ago

10K views

12:33

Retirement Planning From a CFP® Professional: 6 Keys to a Happy and Successful Retirement

Oak Harvest Financial Group

Shared 1 year ago

13K views