Solving the Important Questions in Your Financial Life

Sorting Through the Financial Junk Drawer
byNathan O’ Bryant

Celebrating our 100th episode of the podcast today, we’re going to do a giveaway! But first, we take a peek in the junk drawer to see what’s in there and what should be cleaned out, especially when it comes to your financial documents. Listen to the show to hear what interesting thing Marc has in the junk drawer! 

 

Read more and get additional financial resources here: http://thefinancialanswer.com 

 

Listen for these key points: 

[0:29] – We’re going from tax season to turkey season.

[1:53] – What’s in the junk drawer? 

[4:12] – What kind of life insurance policies do you have? 

[6:22] – When was your will last updated?

[8:23] – Do you have a Social Security statement?

[10:25] – Do you have a 401(k) statement?

[14:15] – Is there a plot of land in your name?

Sorting Through the Financial Junk Drawer
Playing the Financial Game Show
I Didn’t Know You Did That
Financial Hot Topics

Solving the Important Questions in Your Financial Life

Retirement Planning with Shaq

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.

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YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

YOUR HOST

obryant_associates-7364

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

INVESTOR AWARENESS GUIDE

Get our 3 Things To Know About Common Investing Mistakes Guide Right In Your Inbox

INVESTOR AWARENESS GUIDE

Get our 3 Things To Know About Common Investing Mistakes Guide Right In Your Inbox

GET IN TOUCH

1030 Greystone Square | Jackson, TN 38305

731-986-3445

nathan@investorcoach.net

GET IN TOUCH

1030 Greystone Square | Jackson, TN 38305

731-986-3445

nathan@investorcoach.net