Financial Lessons Learned from Calvin and Hobbes
What comic strip wisdom can we apply to our financial lives? Just ask a boy and his tiger…and Nathan O’Bryant, of course!
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Last Ten Working Years Before Retirement
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
What You Should Know About Biden’s Executive Orders
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
Understanding Values-Based Planning
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
2021: This Is The Year (No Matter What)
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
Christmas Songs and Financial Planning
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
End of Year Financial Planning
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
Unreasonable Requests to Financial Advisors
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
A 2020 Election Conversation
We may not have all the results from the election yet, but we do have some thoughts on where things seem to be headed. How will this impact the market? ... Read more
Statistics on Saving and Investing
What’s typical when it comes to saving and investing? We review a report to get the most recent statistics on things like using target date funds and making use of ... Read more
Mom’s Favorite Phrases And Financial Planning
My mother used to say…to make my bed, obey my parents, and save my pennies. What other commonly used phrases by mom relates to financial advising today?
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Financial Planning By Profession
Financial advisors work with all sorts of different clients who work in a variety of different professions. What kinds of mindsets or challenges do they face?
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Don’t Assume When It Comes to Retirement
When it comes to finances, a lot of times it is easy to make an assumption about something one way or another. But you know what they say about what ... Read more
Dirty Little Secrets in the Financial World
No one knows what you don’t know. So, let’s talk about all those secrets you might be unaware of when it comes to the financial world. What should you really ... Read more
Top 5 Types of Financial Risk
While you can’t avoid risk completely, it’s important to understand and address risk, especially when it comes to your financial plan. Are any of these five risks threatening your finances? ... Read more
Industry Insights Amidst Coronavirus
Coronavirus has brought on a lot of changes and that impact has stretched across many industries. On this episode we discuss some of the industries hardest hit from an economic ... Read more
Finding the Right Financial Advisor
How do you know if you have the right advisor? And how do you know if it’s time to switch? Nathan talks through what to look for in an advisor ... Read more
Answering the Most Common IRA Questions
Wondering what you should know about your IRA? What options do you have and what strategy could pay off in the future? Find out on today’s IRA FAQ episode! ... Read more
Are You Following Outdated Financial Rules?
When it comes to retirement, the rules that applied for your grandparents or parents aren’t necessarily the same for you. To find out which rules are outdated, we discuss some ... Read more
Is the Customer Always Right?
When you work with a financial advisor, is the customer always right? What if your ideas don’t match? Who is really in charge when it comes to your money and ... Read more