Kevin Wood CFP™

Kevin Wood CFP™

Founder @ OAK FOUR LIMITED | Certified Financial Planner, CFP™ | Guiding clients from financial uncertainty to lifelong prosperity and purpose.

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Navigating the Financial Maze: Before and After Your Business Exit.

Navigating the Financial Maze: Before and…

October 31, 2024

17 likes1 comment

Navigating Estate Planning in Complex Family Situations

Navigating Estate Planning in Complex Family…

June 14, 2024

3 likes

3 Rules to Help You Spend Confidently in Retirement

3 Rules to Help You Spend Confidently in…

January 28, 2021

1 like

Getting Real with Your Retirement Planning

Getting Real with Your Retirement Planning

June 10, 2020

4 likes

Three Thoughts During Scary Markets

Three Thoughts During Scary Markets

March 30, 2020

2 likes

Taking a New View on Coronavirus

Taking a New View on Coronavirus

March 19, 2020

5 likes3 comments

Money Management Lingo

Money Management Lingo

April 2, 2019

3 likes

What is Asset Allocation?

What is Asset Allocation?

February 25, 2019

1 like

The Vital Role of Rebalancing Your Portfolio

The Vital Role of Rebalancing Your Portfolio

October 3, 2018

Misperceptions About Market Corrections: Are You Prepared?

Misperceptions About Market Corrections: Are…

September 28, 2018

3 likes

New Year, New Start, New Plan

New Year, New Start, New Plan

January 19, 2017

Is 10X Easier Than 2X?

Is 10X Easier Than 2X?

January 19, 2017

2 likes

What is the Behaviour
Gap Anyway?

What is the Behaviour Gap Anyway?

December 21, 2016

4 likes

Do You Need a Financial Advisor?

Do You Need a Financial Advisor?

December 21, 2016

3 likes