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Investing Through Market Volatility: Staying Grounded When Headlines Get Loud

Investing Through Market Volatility: Staying Grounded When Headlines Get Loud

Investing Through Market Volatility: Staying Grounded When Headlines Get Loud

Doug Oosterhart, CFP®

Mar 254 min read

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Doug Oosterhart, CFP®

Jan 215 min read

What is Tax Planning? Here Are the Top 4 Ways We Help Clients Manage Taxes

What is Tax Planning? Here Are the Top 4 Ways We Help Clients Manage Taxes

What is Tax Planning? Here Are the Top 4 Ways We Help Clients Manage Taxes

Doug Oosterhart, CFP®

Nov 26, 20244 min read

60+ Ways LifePoint Planning Helped Clients in 2024 (Outside of Just Investment Portfolios)

60+ Ways LifePoint Planning Helped Clients in 2024 (Outside of Just Investment Portfolios)

60+ Ways LifePoint Planning Helped Clients in 2024 (Outside of Just Investment Portfolios)

Doug Oosterhart, CFP®

Oct 21, 20244 min read

PODCAST Interview: Retire with Style

PODCAST Interview: Retire with Style

PODCAST Interview: Retire with Style

Doug Oosterhart, CFP®

Aug 1, 20230 min read

J.P. Morgan's Guide to Retirement Updated for 2023

J.P. Morgan's Guide to Retirement Updated for 2023

J.P. Morgan's Guide to Retirement Updated for 2023

Doug Oosterhart, CFP®

Apr 28, 20232 min read

WAYT S3E10: Retirement Series Part 4 - Annuities

WAYT S3E10: Retirement Series Part 4 - Annuities

WAYT S3E10: Retirement Series Part 4 - Annuities

Doug Oosterhart, CFP®

Aug 23, 20221 min read

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

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

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

Doug Oosterhart, CFP®

Aug 9, 20221 min read

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

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

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

Doug Oosterhart, CFP®

Jul 19, 20221 min read

WAYT S3E7: Retirement Series Part 1 - Risks in Retirement

WAYT S3E7: Retirement Series Part 1 - Risks in Retirement

WAYT S3E7: Retirement Series Part 1 - Risks in Retirement

Doug Oosterhart, CFP®

Jun 23, 20221 min read

WAYT S3E6: Being a Great Investor by Being Average

WAYT S3E6: Being a Great Investor by Being Average

WAYT S3E6: Being a Great Investor by Being Average

Doug Oosterhart, CFP®

May 11, 20221 min read

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

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

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

Doug Oosterhart, CFP®

Feb 22, 20221 min read

WAYT S3E2: Calculating Retirement Income

WAYT S3E2: Calculating Retirement Income

WAYT S3E2: Calculating Retirement Income

Doug Oosterhart, CFP®

Feb 2, 20221 min read

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

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

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

Doug Oosterhart, CFP®

Jan 20, 20221 min read

WAYT - Diversification vs. Concentration in Investing

WAYT - Diversification vs. Concentration in Investing

WAYT - Diversification vs. Concentration in Investing

Doug Oosterhart, CFP®

Nov 4, 20211 min read

WAYT - Combining Finances In A Relationship

WAYT - Combining Finances In A Relationship

WAYT - Combining Finances In A Relationship

Doug Oosterhart, CFP®

Oct 12, 20211 min read

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

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

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

Doug Oosterhart, CFP®

Aug 3, 20211 min read

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

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

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

Doug Oosterhart, CFP®

Jun 29, 20211 min read

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

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

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

Doug Oosterhart, CFP®

May 18, 20213 min read

Money Buying Happiness - Mega Millions

Money Buying Happiness - Mega Millions

Money Buying Happiness - Mega Millions

Doug Oosterhart, CFP®

Jan 26, 20213 min read

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