Oakwood Wealth Partners

Should you claim Social Security at 62?

Wait until full retirement age?

Delay until 70?

The answer depends on far more than your birthday!

An all-new installment of Money Made Simple drops next week. Mike Kish is stopping by the podcast for a great conversation and some key takeaways for your own retirement planning efforts.

Retirement planning is about much more than deciding when to claim Social Security.

It's about building a strategy that gives you confidence no matter what the future holds.

We're diving into that conversation, as well as Social Security considerations for younger generations, in our upcoming episode. Stay tuned!

Our team spotlight is on Mike Kish this month! He holds a special place in our firm's history as the first financial advisor Mike Lockwood hired.

🍦 Last week, we hosted our ninth annual Client Appreciation Event at Torrance Memorial Medical Center!

It was the perfect summer day to treat the incredible healthcare professionals who work tirelessly to serve their community. We're grateful for our valued partnership with Torrance Memorial and proud to celebrate these everyday heroes.

Here's to many more years of partnership, appreciation, and ice cream! 🍨☀️

Torrance Memorial

Is Social Security really running out?

It's one of the most common questions we hear, and one of the most misunderstood.

In our newest episode of Money Made Simple, we separate headlines from reality and discuss what every generation should know about planning for retirement.

Coming soon!

🎉 IT'S HERE! 🎉

We are so excited to share that “The Heart of Success: Living, Loving, and Leading with Purpose”, is now officially available! 📖

This is Mike Lockwood’s 3rd book endeavor, and we couldn’t be more proud. This collection brings together powerful stories from Jack Canfield (yes, THE author of Chicken Soup for the Soul), as well as other incredible contributors who agree that success is much more than one’s achievements. It’s all about resilience, purpose, compassion, and impact created.

Mike contributed his story to Chapter 25, “Everything On The Table”, where he shares his own definition of success and how it has evolved within the duration of his career. 💛

If you’re searching for inspiration to lead with purpose, navigate life’s challenges, or create success that actually means something, then this book is absolutely for you.

📚 Grab a copy on Amazon today!

Thank you for your continued support as we share these stories with readers everywhere. Here’s to living, loving, and leading with purpose together!

🎓 Huge congratulations to our very own Sabrina Bilt on graduating from UC Riverside with her Bachelor’s in Business Administration-Management! 💙
Sabrina, we are incredibly proud of your hard work and so excited to be part of your journey as you step into post-college life. The future looks bright! ✨💼