The Financial Answer with Nathan O’Bryant

We talk about our favorite TV game shows and why we don’t want them to be a reflection of our financial decisions. Which of these were your favorites?   Read more and get additional financial resources here: http://thefinancialanswer.com     What we discuss in this episode:  1:53 - The Price is Right…with your investments? 4:40 - Are You Smarter Than a Fifth Grader?  6:47 - Who Wants to Be a Milli...

Just what do financial advisors do? Nathan talks through the many ways he helps his clients that go well beyond simply picking stocks to invest in.   Read more and get additional financial resources here: http://thefinancialanswer.com     What we discuss in this episode:    0:50 - What kinds of things does Nathan do as a financial advisor? 2:12 - Tax planning, not tax prep.  4:07 - Need advice on...

We talk through a few controversial financial topics to see what Nathan thinks. What financial decisions have you made lately?   Read more and get additional financial resources here: http://thefinancialanswer.com     What we discuss in this episode:  1:03 - What’s an example of a housing plan gone awry? 6:06 - What is better, paying off debt or building up savings?  7:27 - Should you pay off the...

Today we are analyzing some famous quotes from Albert Einstein. What retirement planning lessons can we gain from the most well-known genius?    Read more and get additional financial resources here: http://thefinancialanswer.com     What we discuss in this episode:  0:50 – Conflict in Ukraine 3:12 – Technically in a correction 5:04 – Call if you are worried 6:22 – “If you can’t explain it simply,...

Ready for some financial advice from the big guy? He’s got more to teach us than shooting hoops, so on today’s show we find out how some of his past quotes apply to your financial plan.    Read more and get additional financial resources here: http://thefinancialanswer.com     What we discuss in this episode:  2:45 - “Excellence is not a singular act…” 4:38 - “I’m like tax, you’re going to pay one...

Are you wondering what to do given our recent market volatility? Nathan shares what he tells his clients to do and how they should approach this time of uncertainty.   Read more and get additional financial resources here: http://thefinancialanswer.com     What we discuss in this episode: 0:29 - January has been a bit of a rough month.  2:44 - What kind of calls has Nathan received from clients? 3...

Some different words or phrases get used, but do they mean something different or are they all the same? We discuss a variety of financial phrases so you understand what it is you’re really dealing with.   Read more and get additional financial resources here: http://thefinancialanswer.com     What we discuss in this episode: 0:42 - Let’s play a game! 2:10 - Tennis shoes, gym shoes, or sneakers? 3...

What should you do right now that will make a big difference in your finances in the new year?   Read more and get additional financial information: https://thefinancialanswer.com/podcasts/a-financial-checklist-for-the-new-year/   What we discuss today:  0:44 - Welcome to the new year! 2:56 - What can you do with your tax withholdings? 5:23 - Assess your retirement contributions. 7:38 - Are you re...

Where should you start when it comes to retirement planning? Nathan is here to guide you through the process to make sure you feel confident and ready for the future.   Read more and get additional financial information: https://thefinancialanswer.com/podcasts/retirement-planning-first-steps/   What we discuss today:  2:01 - Decide what you want retirement to look like. 4:55 - Take an inventory. 7...

What can we learn from the man with the mouse? We take quotes from Walt Disney and see how they fit in with your financial plan.   Read more and get additional financial information: https://thefinancialanswer.com/podcasts/financial-wisdom-from-walt-disney/   What we discuss today:  0:50 - We recap the holidays. 1:27 - What did Walt Disney say? 1:10 - “You reach a point when you don’t work for mon...

How do we handle financial stress in retirement? Let’s talk through ways we can proactively deal with the stress that comes with retirement.     Read more and get additional financial information: https://thefinancialanswer.com/podcasts/dealing-with-stress-in-retirement/   What we discuss today:  0:52 - Thanksgiving and Christmas is coming! 2:51 - What are the ten most stressful events in your lif...

Can you find the lie? We talk through a few financial situations to see how well you know what’s true and what’s not.   Read more and get additional financial information: https://thefinancialanswer.com/podcasts/financial-truths-and-lies/   What we discuss today:  0:46 - The holidays are upon us. 2:25 - What is happening with Social Security? 6:10 - What does well with inflation? 9:34 - Rising int...

Do you know where your income will come from once you are retired? We talk through income planning for retirement and mention a few things to look out for as you make your plan.   Read more and get additional financial information: https://thefinancialanswer.com/podcasts/retirement-income-planning-essentials/   What we discuss today:  0:57 - Fall is here! 2:50 - Are you planning for a long retirem...

Think you found a shortcut to your financial goals? Want to cut a corner on your retirement savings? Think again! We talk through common financial temptations and how to avoid them.   Read more and get additional financial information: https://thefinancialanswer.com/podcasts/avoiding-financial-temptations/   What we discuss on this episode:  0:55 - Nathan shares about a recent fishing trip. 4:39 -...

Are you investing like a genius or are you making every mistake in the book? Let’s talk through five ways you can make wise decisions with your money.   Read more and get additional financial information: https://thefinancialanswer.com/podcasts/1218/   What we discuss on this episode:  1:59 - Avoid making premature IRA withdrawals. 4:50 - Are you allowing lifestyle creep? 7:39 - Overpaying for tui...

You don’t know what you don’t know. So, we go over five questions that might shed some light on ways to make your retirement plan better and more efficient.   Read more and get additional financial resources here: https://wp.me/paIiUZ-jy     What we discuss on this episode:  0:41 - Praying for everyone impacted by the floods. 2:55 - How much will taxes cost? 6:29 - How much can I withdraw from sav...

Everyone has different visions and goals for what they want out of retirement. What kind of retirement do you want? Figuring this out can help you better plan accordingly to make sure you accomplish your goals with your retirement savings .     Read more and get additional financial resources here: https://thefinancialanswer.com/podcasts/understanding-values-based-planning/     What we discuss on...

Accumulating money is one thing, but decumulation requires a whole different strategy. What do you need to know in order to be successful?    Read more and get additional financial resources here: https://wp.me/paIiUZ-jj     What we discuss on this episode:  1:18 - Let’s talk decumulation. 2:26 - A lack of support could hurt you. 3:59 - The fear of spending is real. 9:10 - What risks could you fac...

What do you need to look out for when it comes to blind spots in retirement? Don’t overlook these key elements that you’ll want to prepare for in your financial plan.   Read more and get additional financial resources here:  https://wp.me/paIiUZ-j6     What we discuss on this episode:  0:36 - We’re talking retirement blind spots today.  1:49 - Are you investing in cryptocurrency? 4:27 - Do you exp...

What should you know about the proposed changes in the SECURE Act 2.0? We discuss a few of the possible impacts to you and your retirement plan.   Read more and get additional financial resources here: https://thefinancialanswer.com/podcasts/secure-act-2-0/   What we discuss on this episode:  0:44 - Nathan shares about his recent vacation. 2:06 - What RMD changes could happen? 5:53 - Employers cou...

What kind of 401(k) mistakes should you look out for? Nathan shares what you should know when it comes to your 401(k) and your financial plan.   Read more and get additional financial resources here: https://wp.me/paIiUZ-iW     What we discuss on this episode:  1:07 - June is here and summer trips are happening. 4:47 - Avoid 401(k) mistakes, like leaving one behind. 8:02 - Did you remember to reba...

Whether you receive a statement monthly or quarterly, your financial statements might seem difficult to read. Maybe you look at it or just toss it in a drawer to figure it out later. Many people start to pay close attention to it as they near retirement . On today’s episode of the podcast, we talk about what you should be looking at.   Read more and get additional financial resources here: https:/...

Do you read the fine print when it comes to investments and financial decisions? On today’s podcast we talk through key areas that people tend to overlook and are in for a surprise later on.   Read more and get additional financial resources here: https://wp.me/paIiUZ-iC     What we discuss on this episode:  2:46 - Rate increase on long-term care insurance. 5:05 - Do you know what your annuity ent...

What do baseball and retirement planning have in common? Just like a financial plan, baseball can be enjoyed by those who know the ins and outs of the game and those who just understand the basics. Find out more comparisons on today’s podcast!   Read more and get additional financial resources here: https://wp.me/paIiUZ-iw     What we discuss on this episode: 1:06 - Baseball and financial planning...

What financial mistakes do some make in the middle of a divorce? What do you need to keep in mind as you make a lot of decisions that impact your future?   Read more and get additional financial resources here: https://wp.me/paIiUZ-in     What we discuss on this episode:  2:08 - People think the house is the biggest asset. 5:25 - What happens if one spouse makes more than another?   6:32 - How do...