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.
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.
Do you know what your goals and dreams are for retirement? Are you working with an advisor to make sure it’s possible?
Accumulating money is one thing, but decumulation requires a whole different strategy. What do you need to know in order to be successful?
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 ... Read more
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.
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.
What should you be looking for when your financial statement arrives? Nathan shares what different things mean and why they matter on your statement.
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 ... Read more
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 ... Read more
Today’s Question: 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 ... Read more
What do donuts and lemonade have to do with your financial plan? Besides being delicious, these tasty treats remind us what you need to keep an eye on when it ... Read more
What comic strip wisdom can we apply to our financial lives? Just ask a boy and his tiger…and Nathan O’Bryant, of course!
As you draw near to retirement, what should you be doing in those last few years to prepare? We talk about the priorities you should have as you shift your ... Read more
With a new president in the new year making some changes, what do you need to keep in mind for your financial plan? Biden has only been in office for ... Read more
What are your goals? Why does the money matter? Everyone has different motivators and needs, so what does it look like to create a values-based plan? On today’s episode of ... Read more
Is this your year to get your financial goals in gear? What are you doing to make it happen? Find out what you should be doing this quarter to keep ... Read more
We test Nathan’s holiday spirit and see if he can give us a financial lesson from some holiday classics. As you listen to your favorite songs, what lessons can be ... Read more
Are you ready to end 2020 and reset in 2021? It’s important to set proper expectations for the end of this year and the beginning of next. What should we ... Read more
What kind of unreasonable requests do financial advisors hear? Have you ever uttered one of these phrases? Nathan talks through what is and isn’t possible when it comes to financial ... Read more