August 10, 2022
Johann Kroll CFA, CFP®, answers the question, "How Much Can I Withdraw from my Accounts in Retirement?" As economic uncertainty rises, the need for a rules-based retirement plan increases as well. Johann will discuss the use of "income guardrails" and why we think this approach is a good fit for many retirees. We close with a brief Q&A.
November 16, 2022
Johann Kroll CFA, CFP®, discusses how to identify year-end tax planning opportunities, before touching on the different strategies you can utilize to limit your tax liability in both current and future years.
January 17, 2023
Johann Kroll CFA, CFP®, discusses the "Secure Act 2.0" and the most impactful changes resulting from the legislation.
February 19, 2021
Our society is becoming increasingly interconnected and the opportunities for criminals to leverage technology to impersonate you, steal your money, and cause harm are increasing.
September 2, 2021
Johann Kroll, CFA, CFP® discusses the common reasons investors are anxious about investing and why it is so important to address and overcome these fears.
August 19, 2020
Johann Kroll CFA, CFP®, answers the question, "Should you buy gold?". We touch on a brief history of gold, how it performs in inflationary environments, and whether or not it belongs in your portfolio.
June 10, 2021
Johann Kroll CFA, CFP®, answers the question, "Should My Portfolio Change With Inflation Looming?". The webinar focuses on what makes an ideal inflation hedge, and how we think your portfolio should be invested in today's environment.
November 12, 2020
We welcome Matt Scherer, Principal Advisor of Visionary Insurance Advocates, to present, "Navigating the Medicare Maze". What is Medicare? What does it cost? What does it cover? How do I enroll?
May 14, 2020
Johann Kroll, CFA, CFP® takes a look at how systematically rebalancing investment portfolios can have a profound impact on returns.
April 30, 2020
In our first webinar, Oceanside Advisors Founder Johann Kroll, CFA, CFP® discusses what history and human behavior tell us about market declines.