Financial Planning

top of page

Search

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

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

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)

Doug Oosterhart, CFP®

Oct 21, 20244 min read

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

Doug Oosterhart, CFP®

Apr 28, 20232 min read

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

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)

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

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

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

Doug Oosterhart, CFP®

Feb 22, 20221 min read

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

Doug Oosterhart, CFP®

Jan 20, 20221 min read

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

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

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

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"

Doug Oosterhart, CFP®

May 18, 20213 min read

Money Buying Happiness - Mega Millions

Money Buying Happiness - Mega Millions

Doug Oosterhart, CFP®

Jan 26, 20213 min read

bottom of page