Oasis Wealth Planning Advisors

10/14/2023

In case you haven't heard...

06/12/2023

Maximize Your Retirement Life!

SuperAgers are my superheroes in retirement. They maximize their life because they intentionally focus on staying physically active, seeking out challenges that expand their minds, and developing and enhancing their relationships.

06/12/2023

Is the Bucket Approach Right For You?

Bucket portfolios are designed to provide spending resources during investors’ decumulation periods, usually in retirement. They are made of three buckets, arranged by time horizon – now, soon, and later – and the investment type used in each bucket – cash, bonds, and stocks. Learn more abou...

06/12/2023

What you should know about the Secure Act 2.0.

The SECURE ACT 2.0 provides tax minimization opportunities for some taxpayers and creates burdens for others. Having more flexibility is great, but does that increased flexibility benefit you? We will help you understand and navigate the SECURE ACT 2.0 changes and what it means for your specific sit...

01/20/2023

Do you want to kick Uncle Sam in the groin? A Health Savings Account may indeed offer you that opportunity. Learn the pros and cons of a Health Savings Account and the nuances of implementing this strategy.

01/20/2023

There are good tax planning strategies and then th0ere are great tax planning strategies. Today, we will discuss what I think is a great tax planning strategy – in the right situation and if properly implemented. In this episode, Steve and Mel discuss the following: What is a Health Savings Accoun...

01/06/2023

Travel in retirement can be immensely rewarding. While you do not have to see the world to find fulfillment in retirement, traveling beyond your home into different communities and cultures can provide you with rich experiences to learn, expand relationships, renew, and reach new horizons.

If you properly plan your travel adventures in retirement, it can be epic. Failing to plan your travels in retirement can waste time and money. Learn how to plan your travels and navigate various obstacles in this rich area of your retirement.

12/30/2022

If you properly plan your travel adventures in retirement, it can be epic. Failing to plan your travels in retirement can waste time and money. Learn how to plan your travels and navigate various obstacles in this rich area of your retirement.

Travel in retirement can be immensely rewarding. While you do not have to see the world to find fulfillment in retirement, traveling beyond your home into different communities and cultures can provide you with rich experiences to learn, expand relationships, renew, and reach new horizons.

12/30/2022

Travel in retirement can be immensely rewarding. While you do not have to see the world to find fulfillment in retirement, traveling beyond your home into different communities and cultures can provide you with rich experiences to learn, expand relationships, renew, and reach new horizons. In this e...

10/27/2022

In this episode, Steve and Mel discuss the following: The difference between vacation and true travel. The benefits of travel in retirement. Why your travel companions may be different in retirement. Why what we do in our travels may be different in retirement. And more! Resources: For Visit our Blo...

10/26/2022

There are lots of things to think about when considering traveling in retirement. Read on to find out more.

Travel in retirement can be immensely rewarding. While you do not have to see the world to find fulfillment in retirement, traveling beyond your home into different communities and cultures can provide you with rich experiences to learn, expand relationships, renew, and reach new horizons.

10/06/2022

A new episode just dropped!

New episode just dropped! Paying down your mortgage as you approach or reach retirement may provide peace of mind and financial benefits. Or, it could potentially cost you tens of thousands of dollars if you accelerate the payments. What is the best approach of carrying a mortgage in retirement for....