* This is a past event
The $1 Million Retirement Myth: What Really Matters
Do you really need $1 million to retire comfortably?
It's one of the most common retirement questions, but the answer isn't as simple as a dollar amount. Join Troy Sharpe, CFP®, along with fellow CFP® professionals Ed Rossi and Lizzie Krog, for a live educational discussion about what actually determines retirement success. They'll explore the factors that may matter far more than simply reaching an arbitrary savings goal.
Whether you're approaching retirement or already retired, this conversation will help you better understand how income, taxes, healthcare costs, Social Security, investment strategy, and spending all work together to shape your retirement plan.
During this LIVE discussion, we'll cover:
- Is $1 million really the magic retirement number?
- Why retirement income may matter more than your account balance
- How taxes can affect how long your savings last
- Common retirement spending mistakes
- Social Security timing considerations
- Healthcare and long-term care planning
- Inflation and maintaining purchasing power throughout retirement
- Creating flexibility in retirement instead of relying on a single number
- Mistakes pre-retirees often make in the final years before retirement
- Questions to ask before deciding if you're financially ready to retire
Have a retirement question? Bring it to the livestream. Troy, Ed, and Lizzie will answer as many audience questions as time allows during a live Q&A session. While they cannot provide personalized financial or tax advice during the broadcast, they'll address general retirement planning topics to help you better understand the issues that many retirees face.
We'll also be giving away a $100 giftcard during the livestream. Be sure to join us live to learn how to enter.
This content expresses the general views of Oak Harvest Financial Group and is for educational purposes only. It should not be considered an offer or solicitation to buy or sell securities, nor is it personalized investment, tax, or legal advice. Investing involves the risk of loss and past performance is never a guarantee of future returns. The strategies discussed may not be right for you, and your personal circumstances should be considered carefully before the adoption of any investment or tax strategy. Indexes such as the S&P 500 are not available for direct investment. Client portfolios are based on individual situations, objectives, and risk, and actions and ideas discussed will not apply to all client portfolios. Hypothetical scenarios do not reflect actual results and do not guarantee future results. Terms such as “Guaranteed,” “safety,” and “principal protection” refer to insurance products and are dependent on the financial strength and claims-paying ability of the issuing insurance company. Investment Advisory services provided through Oak Harvest Investment Services, LLC. Insurance services provided through Oak Harvest Insurance Services, LLC. Oak Harvest Financial Group is not affiliated with any government agency *****
Giveaway Official Rules
1. No purchase necessary to win.
2. Eligibility. The drawing is open to all natural persons who are residents of the United States who are at least 18 years old at the time of entry. Employees and their respective immediate family members (spouse, parents, siblings, and children) and household members are not eligible. You will be excluded from the drawing if winning will result in you violating the Oak Harvest gift policy. The drawing is subject to federal, state, and local laws and regulations.
3. Sponsor. The drawing is sponsored by Oak Harvest Financial Group, located at 920 Memorial City Way, Suite 150, Houston TX 77024.
4. Agreement to rules. Participation in the drawing constitutes full and unconditional agreement to and acceptance of these Official Rules and the decisions of the Sponsor, which are final and binding. Winning a prize is contingent upon being compliant with these Official Rules. The Sponsor reserves the right to refuse, withdraw, or disqualify an entry at any time at the Sponsor’s sole discretion. By entering this drawing, you represent and warrant that you are eligible to participate based on the eligibility requirements.
5. Entry period. Entries will be accepted July 28th, 2026 between 6:00pm CT and 6:45pm CT. Entries submitted before or after the entry period will be disqualified.
6. How to enter. Sign up during the Oak Harvest YouTube Livestream by completing the official entry form. Limit one (1) entry per person.
7. Winner selection. Two Winner(s) will be selected on July 28, 2026 during the Livestream and will be randomly selected for a chance to win a $100 restaurant gift card.
8. Privacy. Information collected from entrants will not be shared and is subject to the Oak Harvest Privacy Policy which can be found at www.oakharvestfg.com