Welcome to the Three Oaks Wealth YouTube channel! We post educational videos that will help you make consistently smart financial decisions.

Three Oaks Capital Management, LLC DBA Three Oaks Wealth is a Registered Investment Adviser in the States of Oregon and California. Prior to any advisory work conducted outside these states, Three Oaks Capital Management, LLC DBA Three Oaks Wealth would become registered in that jurisdiction or qualify for an exemption or exclusion to registration.

Social Security Ex Spousal Benefits - 3 Things You Need to Know!
1:21
Social Security Ex Spousal Benefits - 3 Things You Need to Know!
How to Create Your Monthly Retirement Budget
15:42
How to Create Your Monthly Retirement Budget
Everything You Need to Know About Social Security Spousal Benefits
13:14
Everything You Need to Know About Social Security Spousal Benefits
Retirement Income Death Spiral: 3 Ways to Dodge It
24:42
Retirement Income Death Spiral: 3 Ways to Dodge It
Social Security at 70 ? Think Again
18:36
Social Security at 70 ? Think Again
How Long Will Social Security Last ?
11:42
How Long Will Social Security Last ?
The Top 5 Retirement Regrets
7:10
The Top 5 Retirement Regrets
Retire With 5 Million Dollars: Here’s What It Actually Looks Like
16:45
Retire With 5 Million Dollars: Here’s What It Actually Looks Like
Inherited IRA Distribution Options
12:40
Inherited IRA Distribution Options
Can I Use Home Equity to Retire Early ?
20:32
Can I Use Home Equity to Retire Early ?
My Top 3 Retirement Income Strategies
15:05
My Top 3 Retirement Income Strategies
3 Ways to Go Wrong With the Augusta Rule (Section 280a)
8:08
3 Ways to Go Wrong With the Augusta Rule (Section 280a)
HSA Contribution Limits Explained
10:17
HSA Contribution Limits Explained
Retirement Planning at 60: Top Challenges & Opportunities
9:35
Retirement Planning at 60: Top Challenges & Opportunities
Should I Take Social Security at 66 or 70?
8:35
Should I Take Social Security at 66 or 70?
How to Pay No Taxes on Social Security
14:10
How to Pay No Taxes on Social Security
The Economy is Not As Bad As You Think - With Eric Mason
56:03
The Economy is Not As Bad As You Think - With Eric Mason
Top 5 Social Security Mistakes
11:13
Top 5 Social Security Mistakes
How to Tell Whether an Annuity is Right for Your Retirement
33:04
How to Tell Whether an Annuity is Right for Your Retirement
ESOP Opportunities for Business Exits With Michael Koeppel
50:42
ESOP Opportunities for Business Exits With Michael Koeppel
How to Lock In Higher Interest Rates
10:23
How to Lock In Higher Interest Rates
Mailbag! Should I Sell My Bond Funds That Have Lost Money?
37:14
Mailbag! Should I Sell My Bond Funds That Have Lost Money?
SBA Lending With SBA Ray, Ray Drew
43:57
SBA Lending With SBA Ray, Ray Drew
My Top Five Early Retirement Planning Tips
14:54
My Top Five Early Retirement Planning Tips
Stock Concentration and the Magnificent Seven
29:10
Stock Concentration and the Magnificent Seven
Profit First with Rocky Lalvani
46:20
Profit First with Rocky Lalvani
Turbotax vs. Accountant
6:48
Turbotax vs. Accountant
Mea Culpa 2023 & Predictions for 2024
44:43
Mea Culpa 2023 & Predictions for 2024
Asset Protection, Elder Law, and Estate Planning With Asha Paulose
44:10
Asset Protection, Elder Law, and Estate Planning With Asha Paulose
Target Date Funds : Pros and Cons
19:10
Target Date Funds : Pros and Cons