Retirement Summit

Retirement Summit

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Ralph and David Hicks of The Retirement Solutions Show brought the Retirement Summit to life in 2016. Check back in spring 2019 for the next dates!

Ralph and David Hicks of The Retirement Solutions Show and Oakmont Advisory founded The Retirement Summit to help members of their community understand the ins-and-outs of retiring in today's world. As the political and financial landscapes change over time, so must your investment strategy. The retirement your parents experienced is a thing of the past. Today's economy requires a smarter, more pro-active approach to investing.

Retirement Dream Home Mistakes to Avoid 09/19/2018

Many people dream of retiring to warm weather states like Florida or Arizona and spending leisurely days golfing, fishing or walking along the beach. But those dreams can easily turn into a big retirement mistake.

Retirement Dream Home Mistakes to Avoid Buying the wrong home in retirement could be disastrous, both emotionally and financially.

8 Ways to Avoid Returning to the Workforce After Retirement 09/16/2018

Retirement is not always permanent. Lack of enough money is one reason retirees go back to work. But other people struggle to find fulfillment in retirement and choose to take on a new job.

8 Ways to Avoid Returning to the Workforce After Retirement Create a retirement that is sustainable and financially secure.

Most Americans Plan to Own Homes in Retirement, but That Might Be a Mistake 09/15/2018

While owning during retirement has its benefits, there's one major drawback to also be aware of.

Most Americans Plan to Own Homes in Retirement, but That Might Be a Mistake Homeownership in retirement certainly has its benefits. It's the unknown costs that come along with it that can throw your finances out of whack.

Could you get by on the average American's retirement income? 09/15/2018

Could you get by on the average American's retirement income? The average household led by a retiree makes $48,000 annually before taxes and spends roughly $46,000 a year.

Could you get by on the average American's retirement income? The biggest source of retirement income is Social Security, so here's how to maximize your savings and benefits

New retirees: Don't overlook this tax-planning sweet spot 09/13/2018

A special opportunity to do some serious tax-planning awaits many people heading into retirement. This sweet spot is the stretch of time that starts after you're done with full-time work and before you begin taking required minimum distributions...

New retirees: Don't overlook this tax-planning sweet spot There's a stretch of time when you can often use strategies that minimize the taxes you pay on your assets.

Interest rates on CDs finally above 3% -- highest in 10 years 09/11/2018

Although the Federal Reserve has steadily increased interest rates, most savers have not been able to benefit.

Interest rates on CDs finally above 3% -- highest in 10 years For the first time since the recession, savers can earn more than 3% annually on three-year CDs

20 Jaw-Dropping Stats About Retirement 09/09/2018

It's smart to read up on retirement and to have a plan in place, lest you end up one of the many people working into their late 60s and beyond. Here are 20 things you'd do well to know.

20 Jaw-Dropping Stats About Retirement Armed with this information, you can end up richer than you expected -- or at least enjoying more financial security in retirement.

Here's how much money you could be losing by avoiding the stock market 09/08/2018

A new survey from Nerdwallet shows that the average American keeps $32,000 in cash. That's a lot of money sitting idle! This is something we discussed on the Retirement Solutions Show last week, and it's a mistake that could cost you a good chunk of money in retirement.

Here's how much money you could be losing by avoiding the stock market Keeping too much money in the bank could mean missing out on the potential rewards that come with investing that money.

Traditional retirement planning isn’t going to cut it. Do this instead 09/07/2018

The retirement you saw your grandparents — or even your parents — live through will likely not be the retirement you choose for yourself.

Traditional retirement planning isn’t going to cut it. Do this instead 9 ways to make the most of your older years

09/07/2018
The Best And Worst States For Retirement: All 50 States, Ranked | Bankrate.com 09/06/2018

Yikes... you're not going to like what Bank Rate has to say about New Mexico. Where do you want to retire?

The Best And Worst States For Retirement: All 50 States, Ranked | Bankrate.com You’ll be surprised at which state earned the top spot. Where does your state rank?

The glaring retirement mistake most Americans are making 07/25/2018

Only 12% of Americans have taken the steps to plan for this important part of retirement.

The glaring retirement mistake most Americans are making Are you making it, too?

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