Ohana Wealth and Life Planning

Ohana Wealth and Life Planning Ohana is a financial life planning firm that works with medical or university professionals.

We work with professionals in the medical or university fields that are established in their careers and need guidance in determining what comes next that will bring them fulfillment long after their current career, whether that is retirement or a second act they never dreamt of. Using a combination of Life and Financial Planning we help our clients not only prepare for retirement but to live the life they were meant to live.

How cool is this? This morning Chris took this trunkful of plastic wrap, grocery bags, Amazon bags, Styrofoam and egg ca...
05/25/2023

How cool is this?

This morning Chris took this trunkful of plastic wrap, grocery bags, Amazon bags, Styrofoam and egg cartons to the Cincinnati Recycling & Reuse Hub to be recycled and/or upcycled instead of going to the landfill. Even as a dedicated recycler who is conscientious of his plastic use, Chris and his family accumulated all of this in about a month's time.

If you haven't checked out the Reuse Hub it is definitely worth the visit. The variety of items they can recycle or upcycle is unbelievable. And as you can tell from this being one month's worth of plastic and waste from one household the potential waste reduction they provide is amazing.

Retiring with $1 million has been a huge financial goal for decades - but is it still a good retirement milestone to str...
05/25/2023

Retiring with $1 million has been a huge financial goal for decades - but is it still a good retirement milestone to strive for? Where could your nest egg last longest? Learn more in this month’s Visual Insights Newsletter.

Plan for the big expenses. Know where nest eggs could last longer.

Is $1 million still enough to retire on? The answer depends on how and where you live. Learn how far retiring with a coo...
05/18/2023

Is $1 million still enough to retire on? The answer depends on how and where you live. Learn how far retiring with a cool million could go in each state in this month’s Visual Insights Newsletter. Check it out!

How long would a $1M nest egg last state-by-state?

$1 million has been a big financial milestone for retirement savings for decades - but how far could it actually go in t...
05/11/2023

$1 million has been a big financial milestone for retirement savings for decades - but how far could it actually go in the Greater Cincinnati area? Learn where your nest egg could last the longest with this month’s Visual Insights Newsletter.

Here's where retirees could live for 40+ years on $1M.

In honor of   we're sharing:-- The Best Financial Tips for Mothers-- The Keys to Help Women Build Retirement Strategiesi...
05/08/2023

In honor of we're sharing:
-- The Best Financial Tips for Mothers
-- The Keys to Help Women Build Retirement Strategies
in this month's .

After reading the newsletter, be sure to check out Kelly and Juliet Starrett's latest book, Built to Move, for some great tips on improving how your body feels.

Need Mother's Day plans? Consider visiting Little Miami Scenic Trail to enjoy nature & some great photo ops with the mom(s) in our life.

https://mailchi.mp/ohanaplanning.com/ideal-living-may-2023

How far does a cool million go these days? Not as far as it used to (especially now). Learn how far $1 million could go ...
05/04/2023

How far does a cool million go these days? Not as far as it used to (especially now). Learn how far $1 million could go in retirement in each state in this month’s Visual Insights Newsletter. Check it out!

Where could your nest egg last longest?

Financial clutter can overwhelm any of us. Financial spring cleaning is all about routine maintenance in our financial l...
04/27/2023

Financial clutter can overwhelm any of us. Financial spring cleaning is all about routine maintenance in our financial lives. It’s simple, only takes a few minutes, and comes with many benefits and rewards. Learn how to tackle financial spring cleaning in this month’s Visual Insights Newsletter.

Focus on what's important without clutter. Here's how.

What is one thing we all have in common?  Our one and only, planet Earth.Curious how you can incorporate sustainability ...
04/21/2023

What is one thing we all have in common? Our one and only, planet Earth.

Curious how you can incorporate sustainability into your finances? Ask us about ESG investment options.

Happy !

A full inbox, piles of paperwork, bills - if not maintained, financial clutter can cost you both money and time. Take co...
04/20/2023

A full inbox, piles of paperwork, bills - if not maintained, financial clutter can cost you both money and time. Take control of your financial life with 6 easy financial spring cleaning tips in this month’s Visual Insights Newsletter.

Removing the clutter can come with many rewards

Don’t let the crisis and recent downturn rob you of your dreams. The fact is, we’ve seen downturns and uncertainty befor...
04/18/2023

Don’t let the crisis and recent downturn rob you of your dreams. The fact is, we’ve seen downturns and uncertainty before. The FREE Investor Recovery Report has lessons learned and the essential steps to build your Recovery Roadmap.

Markets hit your portfolio hard? Learn how to rebuild

What is financial clutter, and how do we deal with it? Maintaining your finances doesn’t have to be tedious or challengi...
04/13/2023

What is financial clutter, and how do we deal with it? Maintaining your finances doesn’t have to be tedious or challenging. Discover the benefits of decluttering your finances in this month’s Visual Insights Newsletter. Check it out!

Discover the benefits of decluttering your finances

Concerned about how the bear market hit your portfolio and what comes next? Want to learn from previous downturns? Read ...
04/11/2023

Concerned about how the bear market hit your portfolio and what comes next? Want to learn from previous downturns? Read this FREE guide. Some steps are time sensitive, so it’s critical to take action now.

Unhappy about investment losses? Read this report

Address

212 East Third Street, Suite 100
Cincinnati, OH
45202

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