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    WAYT S3E9: Retirement Series Part 3 - Guardrails and Dynamic Spending Strategies
    Doug Oosterhart, CFP®
    • Aug 9
    • 1 min

    WAYT S3E9: Retirement Series Part 3 - Guardrails and Dynamic Spending Strategies

    WAYT S3E8: Retirement Series Part 2 - 4% Rule(s)
    Doug Oosterhart, CFP®
    • Jul 19
    • 1 min

    WAYT S3E8: Retirement Series Part 2 - 4% Rule(s)

    WAYT S3E7: Retirement Series Part 1 - Risks in Retirement
    Doug Oosterhart, CFP®
    • Jun 23
    • 1 min

    WAYT S3E7: Retirement Series Part 1 - Risks in Retirement

    WAYT S3E6: Being a Great Investor by Being Average
    Doug Oosterhart, CFP®
    • May 11
    • 1 min

    WAYT S3E6: Being a Great Investor by Being Average

    WAYT S3E4: The Seduction of Pessimism in Investing and Money
    Doug Oosterhart, CFP®
    • Mar 17
    • 1 min

    WAYT S3E4: The Seduction of Pessimism in Investing and Money

    WAYT S3E3: Are bonuses taxed at a higher rate than normal?; Investment account tax docs
    Doug Oosterhart, CFP®
    • Feb 22
    • 1 min

    WAYT S3E3: Are bonuses taxed at a higher rate than normal?; Investment account tax docs

    WAYT S3E2: Calculating Retirement Income
    Doug Oosterhart, CFP®
    • Feb 2
    • 1 min

    WAYT S3E2: Calculating Retirement Income

    WAYT S3E1: Covid Mindset Shift, Stock Market Psychology, Most Popular Episodes from 2021
    Doug Oosterhart, CFP®
    • Jan 20
    • 1 min

    WAYT S3E1: Covid Mindset Shift, Stock Market Psychology, Most Popular Episodes from 2021

    WAYT S2E12: Guest Colin Overweg, CFP® - Fee Structures and What You Should Know
    Doug Oosterhart, CFP®
    • Nov 16, 2021
    • 1 min

    WAYT S2E12: Guest Colin Overweg, CFP® - Fee Structures and What You Should Know

    WAYT - Diversification vs. Concentration in Investing
    Doug Oosterhart, CFP®
    • Nov 4, 2021
    • 1 min

    WAYT - Diversification vs. Concentration in Investing

    WAYT - Saving vs. Investing
    Doug Oosterhart, CFP®
    • Oct 19, 2021
    • 1 min

    WAYT - Saving vs. Investing

    WAYT - Combining Finances In A Relationship
    Doug Oosterhart, CFP®
    • Oct 12, 2021
    • 1 min

    WAYT - Combining Finances In A Relationship

    WAYT - Income Tax Refresh, The Best Way to Budget
    Doug Oosterhart, CFP®
    • Sep 20, 2021
    • 1 min

    WAYT - Income Tax Refresh, The Best Way to Budget

    WAYT - Federal Taxes 101, Taxing Income vs. Wealth/Assets
    Doug Oosterhart, CFP®
    • Aug 17, 2021
    • 1 min

    WAYT - Federal Taxes 101, Taxing Income vs. Wealth/Assets

    WAYT - Shrinkflation, Credit Cards, How I Invest, Make a Will Month
    Doug Oosterhart, CFP®
    • Aug 3, 2021
    • 1 min

    WAYT - Shrinkflation, Credit Cards, How I Invest, Make a Will Month

    WAYT - Starbucks, Password Security, 25 Year Prepaid Cell Phone Plan, Medicaid and Roth IRA's
    Doug Oosterhart, CFP®
    • Jul 20, 2021
    • 1 min

    WAYT - Starbucks, Password Security, 25 Year Prepaid Cell Phone Plan, Medicaid and Roth IRA's

    WAYT - Choosing the "right" risk tolerance, software, and adding confidence to your financial life
    Doug Oosterhart, CFP®
    • Jun 29, 2021
    • 1 min

    WAYT - Choosing the "right" risk tolerance, software, and adding confidence to your financial life

    WAYT - Covid Market Mistakes, Cookie-Cutter Portfolios, Can an Advisor's Mindset Hurt a Client?
    Doug Oosterhart, CFP®
    • Jun 7, 2021
    • 1 min

    WAYT - Covid Market Mistakes, Cookie-Cutter Portfolios, Can an Advisor's Mindset Hurt a Client?

    Important but Never Discussed: The "in Case of Death Folder"
    Doug Oosterhart, CFP®
    • May 18, 2021
    • 3 min

    Important but Never Discussed: The "in Case of Death Folder"

    What does it take to beat the market? Part 2 (Podcast and Video)
    Doug Oosterhart, CFP®
    • May 17, 2021
    • 1 min

    What does it take to beat the market? Part 2 (Podcast and Video)

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