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

Doug Oosterhart, CFP®

Jan 4
5 min

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

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

Doug Oosterhart, CFP®

Nov 1, 2023
3 min

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

PODCAST Interview: Retire with Style

Doug Oosterhart, CFP®

Aug 1, 2023
0 min

PODCAST Interview: Retire with Style

Recognize Your Unique Style Before Hiring an Advisor

Doug Oosterhart, CFP®

Jun 8, 2023
2 min

Recognize Your Unique Style Before Hiring an Advisor

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

Doug Oosterhart, CFP®

Apr 28, 2023
2 min

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

J.P. Morgan's Guide to Retirement 2022

Doug Oosterhart, CFP®

Nov 29, 2022
3 min

J.P. Morgan's Guide to Retirement 2022

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

Doug Oosterhart, CFP®

Nov 21, 2022
1 min

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

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

Doug Oosterhart, CFP®

Oct 19, 2022
1 min

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

WAYT S3E12: Listener Questions; The Stock Market

Doug Oosterhart, CFP®

Sep 23, 2022
1 min

WAYT S3E12: Listener Questions; The Stock Market

WAYT S3E10: Retirement Series Part 4 - Annuities

Doug Oosterhart, CFP®

Aug 23, 2022
1 min

WAYT S3E10: Retirement Series Part 4 - Annuities

Will Inflation Derail Your Retirement Plans?

Opher Ganel

Aug 22, 2022
3 min

Will Inflation Derail Your Retirement Plans?

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

Doug Oosterhart, CFP®

Aug 9, 2022
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, 2022
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, 2022
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, 2022
1 min

WAYT S3E6: Being a Great Investor by Being Average

WAYT S3E2: Calculating Retirement Income

Doug Oosterhart, CFP®

Feb 2, 2022
1 min

WAYT S3E2: Calculating Retirement Income

WAYT - Saving vs. Investing

Doug Oosterhart, CFP®

Oct 19, 2021
1 min

WAYT - Saving vs. Investing

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?

Money Buying Happiness - Mega Millions

Doug Oosterhart, CFP®

Jan 26, 2021
3 min

Money Buying Happiness - Mega Millions

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