Oakwood Wealth Partners

It’s Testimonial Tuesday!

⭐ Nothing means more to us than hearing how we've made a positive impact. We're grateful for the trust our clients place in us and proud to be part of their financial journey. Thank you for sharing your experience!

💙 A special congratulations to Nick and Sarah Lockwood on the arrival of their baby boy, Jude Michael!

Jude joins proud big sister Charlotte, and we couldn't be happier for them as they welcome their newest bundle of joy. Wishing Nick and Sarah a lifetime of love, laughter, and unforgettable memories as they begin this exciting new chapter together.

Welcome to the world, Jude Michael! 👶💙

Guaranteed income can be valuable.

So can growth.

So can liquidity.

So can downside protection.

Retirement planning is about understanding the tradeoffs and deciding which ones actually matter to you.

That's what we're exploring in the latest episode of Money Made Simple:
https://www.youtube.com/watch?v=eDqrrSnQqis

🍦 What better way to celebrate Financial Wellness Fair Day than with ice cream?

We were thrilled to host a Client Appreciation Event at San Antonio Regional Hospital, treating the amazing physicians, nurses, and staff who make a difference in the lives of so many every day.

Thank you to San Antonio Regional Hospital for your partnership and for allowing us to be part of such a meaningful event. Here's to financial wellness, community connections, and a little ice cream along the way! 🍨✨

Already have an annuity?

That doesn't necessarily mean you made a mistake.

But it might be worth understanding exactly what you own.

What are the fees?

What are the surrender provisions?

How does the money grow?

What happens to it if you pass away?

Our latest Money Made Simple episode digs into these questions and more:
https://www.youtube.com/watch?v=eDqrrSnQqis

One of the most important questions in retirement planning isn't:

"Should I have an annuity?"

It's:

"What am I trying to accomplish?"

That distinction can change the entire conversation.

Tune in to the latest episode of Money Made Simple. Now available on YouTube and your favorite podcasting platforms!

https://www.youtube.com/watch?v=eDqrrSnQqis

Annuities have a reputation.

Some of it is deserved.

Some of it comes from misunderstanding.

And some of it comes from products being used in situations where they simply didn't belong.

We're unpacking all of it in the newest episode of Money Made Simple. AVAILABLE TOMORROW!

What happens when someone walks into a financial advisor's office and the first recommendation is an annuity?

That's a conversation worth having.

In our latest episode, we explore what investors should be asking before committing their retirement dollars to any financial product.

New episode available on Monday! Stay tuned!