Planning ethos shaped by grandfather’s health crisis
'Once you enter the distribution phase of retirement, the strategy changes,' Troy Sharpe says. 'It's about understanding the impact of today's decisions on future security.'
Troy Sharpe, CEO of Oak Harvest Investment Services, says his interest in investments — and in retirement planning in particular — took root in his childhood. Having been raised by his grandparents, he witnessed his grandfather’s health crisis, which occurred shortly after he stopped working.
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