How Do You Say It?
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 ...
Recent Episodes
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A Financial Checklist for the New Year
What should you do right now that will make a big difference in your finances in the new year?
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Retirement Planning First Steps
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 ... -
Financial Wisdom from Walt Disney
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 ... -
Dealing with Stress in Retirement
How do we handle financial stress in retirement? Let’s talk through ways we can proactively deal with the stress that comes with retirement.
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Financial Truths and Lies
Today’s Question: 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. ... -
Retirement Income Planning Essentials
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 ... -
Avoiding Financial Temptations
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 ... -
Investing Like a Genius
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 ... -
5 Questions You Didn’t Know To Ask
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 ... -
What Kind of Retirement Are You Living For?
Do you know what your goals and dreams are for retirement? Are you working with an advisor to make sure it’s possible?
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5 Things You Must Know About Decumulation To Retire Successfully
Accumulating money is one thing, but decumulation requires a whole different strategy. What do you need to know in order to be successful?
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Retirement Blind Spots
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 ... -
SECURE Act 2.0
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 ... -
Are You Avoiding These 401K Mistakes?
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 ... -
Understanding Your Financial Statements
What should you be looking for when your financial statement arrives? Nathan shares what different things mean and why they matter on your statement.
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Reading the Financial Fine Print
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 ... -
Baseball and Retirement Planning
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 ... -
Avoiding Financial Mistakes During A Divorce
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 ... -
Unhealthy Foods and Financial Health
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ...