Retirement

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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

Mastering Your Retirement: The Key Differences Between Complicated and Complex Problems

Mastering Your Retirement: The Key Differences Between Complicated and Complex Problems

Mastering Your Retirement: The Key Differences Between Complicated and Complex Problems

Doug Oosterhart, CFP®

Sep 24, 20244 min read

Step Up in Basis: Taxes at Death for Non-Retirement Accounts

Step Up in Basis: Taxes at Death for Non-Retirement Accounts

Step Up in Basis: Taxes at Death for Non-Retirement Accounts

Doug Oosterhart, CFP®

Jan 4, 20245 min read

When the Market Is Up but Feels Like It’s Down

When the Market Is Up but Feels Like It’s Down

When the Market Is Up but Feels Like It’s Down

Doug Oosterhart, CFP®

Nov 1, 20233 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

Recognize Your Unique Style Before Hiring an Advisor

Recognize Your Unique Style Before Hiring an Advisor

Recognize Your Unique Style Before Hiring an Advisor

Doug Oosterhart, CFP®

Jun 8, 20232 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

J.P. Morgan's Guide to Retirement 2022

J.P. Morgan's Guide to Retirement 2022

J.P. Morgan's Guide to Retirement 2022

Doug Oosterhart, CFP®

Nov 29, 20223 min read

WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing Market Downside

WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing Market Downside

WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing Market Downside

Doug Oosterhart, CFP®

Nov 21, 20221 min read

WAYT S3E13: 401(k) Match Tips and Sequence of Returns Risk in Retirement

WAYT S3E13: 401(k) Match Tips and Sequence of Returns Risk in Retirement

WAYT S3E13: 401(k) Match Tips and Sequence of Returns Risk in Retirement

Doug Oosterhart, CFP®

Oct 19, 20221 min read

WAYT S3E12: Listener Questions; The Stock Market

WAYT S3E12: Listener Questions; The Stock Market

WAYT S3E12: Listener Questions; The Stock Market

Doug Oosterhart, CFP®

Sep 23, 20221 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

Will Inflation Derail Your Retirement Plans?

Will Inflation Derail Your Retirement Plans?

Will Inflation Derail Your Retirement Plans?

Opher Ganel

Aug 22, 20223 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 S3E2: Calculating Retirement Income

WAYT S3E2: Calculating Retirement Income

WAYT S3E2: Calculating Retirement Income

Doug Oosterhart, CFP®

Feb 2, 20221 min read

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