Oak Harvest Financial Group

09/28/2026

Higher interest rates can push down the prices of investments you already own. They can also change the income available from newly purchased bonds and other interest bearing investments. So what does that mean for your retirement plan? In this episode of Stock Talk, Chris Perras explains how higher...

09/27/2026

One word can say a lot about a leader.

Today, our team is celebrating Troy Sharpe—not only for the vision and leadership he brings to Oak Harvest, but for the impact he has on the people around him every day.

Happy Birthday, Troy. We’re grateful for your leadership, your example, and everything you continue to build with this team. 🎉

09/16/2026

Annuities aren’t simply “good” or “bad.” They’re tools and understanding how they work can help you make more informed retirement decisions.

Join Janice for Understanding Annuities: The Full Picture, an educational conversation covering income vs. growth, surrender periods, different types of annuities, and where they may or may not fit into your overall retirement strategy.

Seats are intentionally limited. Reserve your spot today.
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https://click2retire.com/annuities-income-growth-nextmove

09/15/2026

A morning of reflection, alignment, and looking ahead.

Our recent State of the Union brought the Oak Harvest team together to celebrate the progress we’ve made, hear updates from across the company, align on our priorities, and focus on what’s ahead.

Grateful for the people, purpose, and momentum behind everything we’re building together.
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09/14/2026

09/13/2026

Happy Grandparents Day! 💚
Today, we celebrate the grandparents who share their wisdom, create lasting memories, and help shape generations to come.
The impact of a grandparent can last a lifetime through favorite family traditions, a piece of advice you’ll never forget, or simply time spent together.
From all of us at Oak Harvest Financial Group, Happy Grandparents Day to the grandparents and grandparent figures who mean so much to their families. 💚
What’s the best piece of advice your grandparents ever gave you? Share it with us below! 👇

09/13/2026

Decades at Chevron can build an impressive nest egg... but turning complex corporate benefits into reliable, tax-efficient retirement income requires deliberate coordination.

Before locking in your exit date, there are three critical variables every Chevron professional should evaluate:
1️⃣ Pension Timing: How prevailing interest rates impact your lump sum calculation vs. lifetime annuity options.
2️⃣ ESIP & NUA: Leveraging Net Unrealized Appreciation to potentially tax company stock growth at capital gains rates rather than ordinary income.
3️⃣ The Tax Window: Utilizing the gap before RMDs and Social Security for systematic Roth conversions and pre-65 healthcare bridging.

Because most pension and rollover elections are one-way streets, modeling these decisions side-by-side beforehand is essential. Read more about it in our latest blog through the link in our bio.

💬 Ready to review your timeline? Schedule a complimentary retirement consultation with our team to model your pension, ESIP, and tax roadmap: visit oakharvestfg.com.

09/11/2026

Today, we pause to remember the lives lost on September 11, 2001, and to honor the families whose lives were forever changed.

We remember the courage of the first responders who ran toward danger. We remember the countless acts of bravery, compassion, and selflessness shown by ordinary Americans in extraordinary circumstances.

Twenty-five years later, we continue to honor their memory and reflect on the strength and unity our nation showed in the days that followed.

May we never forget those we lost, those who served, and the families who carry their memory forward.

We remember. 🇺🇸

09/09/2026

A moment to reflect, realign, and look ahead.

At our recent State of the Union, we came together to celebrate how far we’ve come this year, hear updates from across the company, and align on the priorities shaping what’s next for Oak Harvest.

09/04/2026

What if artificial intelligence changes the world—but some of today’s leading AI stocks still turn out to be the wrong investments at the wrong prices? In this episode of Stock Talk, Chris Perras looks back at the Dotcom era to explore an important distinction for investors: a technology can tra...